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The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.
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In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.
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Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.