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BBI Sees Up to 40% Upside for Brazilian Stocks on Rates, Fiscal, Earnings
InfoMoney·BR·1 day ago
Itaú BBA analysts expect a difficult third quarter for Banco do Brasil and Santander Brasil due to weak capital-market activity, but see better prospects in 2027 as interest rates decline and financial activity gradually recovers. The report suggests capital-market-linked firms are better positioned in the current environment.