Replies to post #5024 on The Rising Influence of Rising Affluence

[DewDiligence]

Bearish take on VALE (and all Brazilian stocks) from Seeking Alpha:

http://seekingalpha.com/article/608211-brazil-s-consumer-boom-is-about-to-blow-up-in-investors-faces

I find this write-up unduly shallow, but I welcome other opinions.