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DewDiligence

10/02/10 4:43 PM

#105548 RE: ilpapa #105547

[OT/Rousseff]—All in all, she sounds pretty centrist, not a Chavez or a Correa - but that doesn't mean I'd be a buyer of PBR.

I agree on both counts: she sounds centrist and I wouldn’t want to own PBR (see #msg-51214642 for the reasons).

This long 2009 interview spells out Rousseff’s leanings in considerably more detail than the WSJ piece:

http://www.ft.com/cms/s/0/75466e5a-9b96-11de-b214-00144feabdc0.html

Regards, Dew