Jvenz do not follow these stocks, actually currently do not have any drug stocks, and invest very little in this sector.
they have no earnings or dividends, so you have to decide on wether it is worth the investment based on the pipeline (of drugs/products). both seem to be on a good run especially aria, so maybe they are momentum plays.
just like to add that have a stop, if the stock does work out you do not have to be in a rush to take profits but never hurts to take some off of the table. good luck.
Brazil is an emerging markets, that has a strong resource base, oils, metals....so if the over all world wide economy recovers (even 1-3%, Brazil should do fine and outperform) resources will do well.
if there is a recession would avoid most resource stcoks, and emerging markets, ie. have been increasing my exposure to resource stocks in general.
since I live in Canada will invest in cdn. companies, for resource exposure.
thanks
selkirk