Professor Mira boosts brick FII exposure, flags four sectors on rate-cut window

A Brazilian investment commentator increases allocation to brick-and-mortar real estate funds (FIIs) ahead of expected interest rate cuts, which typically lower discount rates and boost property valuations. The piece names four sectors as preferred, though specifics are not detailed in the excerpt. This signals growing conviction in a rate-sensitive asset class, but the view is one analyst's opinion, not a market consensus.