[zatara]

My experience with surfing tells me that you don't paddle towards where the wave has been, you wait and position yourself for the next one. The basic assumption is very sound, in a global world economy repositioning may be very interesting. I too agree that Europe is mostly dead for innovation and startups, but China is probably over-rated and too much bubble-prone at the moment (not to mention corruption, cultural shock, state bullying, etc).

From the big countries that will probably fuel the world economy for the next 50 years (China, India, Brazil and Russia), I would bet my horse in Brazil. There are problems as well (education, poverty, corruption), but none of the BIG ones (terrorism, crazy state rules, dictatorship). There is definitely a trend (World Cup, Olympiads) and I am considering it as well, but timing is paramount: you don't wanna be the first to jump ship and deal with all the crap, but you definitely don't wanna be too late.

[fauigerzigerk]

I don't know much about Brazil but it would be the the first latin american country without crazy excessive regulation.

[ww520]

Isn't crime a big problem in Brazil? (BTW I have investment in Brazil and it has been doing great.)