MarketsHighReportedAccelerating
8.3
Brazil markets price Bolsonaro win; hedge against Lula victory cheapens
Valor Econômico·BR·34 minutes ago
XP's strategy team projects up to R$540 billion in new flows into the Brazilian stock market, driven by a post-election rally that could mark a regime change for Brazilian assets. The opportunity is concentrated in domestic cyclical stocks rather than broad-based, indicating a selective bullish stance.