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JPMorgan: Brazil stocks cheap, but rally hinges on post-election rate cuts
InfoMoney·BR·3 days ago
Bradesco BBI has constructed three stock portfolios tied to possible Brazilian election outcomes, including one resilient to any result, with a bullish scenario projecting a 76% gain for MSCI Brazil. The move signals investor positioning ahead of the vote, but the actual market impact depends on the election result and policy follow-through.