Brazil Rate Cut Could Add R$4.9B to Stock Profits; Utilities Lead

A study estimates that a potential interest rate cut in Brazil could add R$4.9 billion to the profits of the most liquid listed companies, with utilities benefiting most due to their debt exposure to CDI and IPCA. The analysis assumes a rate cut scenario, but the timing and magnitude remain uncertain. This signals potential upside for Brazilian equities, particularly rate-sensitive sectors.