No doubt about it—the question is how bad this trend will become for shareholders of natural resources companies. Investors need to assess the degree of these interventions on a case-by-case basis. For instance, I think VALE has a sufficiently bright future to outweigh the downside of government meddling and resource nationalism, but I reached the opposite opinion about Petrobras. I’ve chosen not to invest in any Russian or Chinese companies, regardless of the circumstances.
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