Darren Sissons
Paranaense De Energia Copel
ELP-N
DON'T BUY
Oct 09, 2014
He has no South American exposure because it tends to be a commodity driven region and commodities are effectively in freefall. He is a little worried about the balance sheet of the region, the energy power and the decline in the consumer. Also, Brazil has major structural challenges.
He has no South American exposure because it tends to be a commodity driven region and commodities are effectively in freefall. He is a little worried about the balance sheet of the region, the energy power and the decline in the consumer. Also, Brazil has major structural challenges.