Joshua Duitz

The day was a good commercial or infomercial for Brazil. Rousseff was saying the right things. However, the next step is to see what they implement... I'm mildly optimistic on Brazil after listening today, but I'll hold off on my final judgment for now, as an investor, if the new infrastructure projects actual rate of returns match up with investors' expectations that will tell me they are serious about utilizing the private sector to invest in infrastructure projects.