You will put yourselves in the shoes of investors evaluating Brazil during the two periods covered by the reading: the era of booming exports and the bust that followed.
Imagine you are a group of consultants hired to evaluate business opportunities in Brazil during the booming period.
Where would you advise investors to put their money in? Conduct the same exercise for the bust period. Where would you invest?
For your decisions of both periods explain your rationale to choose particular sectors of the economy or individual firms.