At Brazil investor forum, don’t mention the B-word

Brian Winters – Reuters, 05/02/2011

Over lunch, in the hallways, pretty much wherever you go at the World Economic Forum’s investor conference on Latin America, the question always comes up, usually in a confidential whisper:

Is Brazil a bubble?

Concerns that Brazil’s stellar economic growth could somehow be a credit-fueled mirage have dominated this gathering of more than 700 business and political leaders, as panel discussions dissect the risks of high inflation and other imbalances that could herald a premature end to one of the world’s biggest economic success stories.

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