{"id":14571,"date":"2020-09-24T12:17:30","date_gmt":"2020-09-24T15:17:30","guid":{"rendered":"https:\/\/www.amarilfranklin.com.br\/?p=14571"},"modified":"2020-09-24T12:17:37","modified_gmt":"2020-09-24T15:17:37","slug":"bradesco-bbi-reitera-overweight-para-acoes-brasileiras-mas-com-volatilidade","status":"publish","type":"post","link":"https:\/\/www.amarilfranklin.com.br\/index.php\/2020\/09\/24\/bradesco-bbi-reitera-overweight-para-acoes-brasileiras-mas-com-volatilidade\/","title":{"rendered":"Bradesco BBI reitera ‘overweight’ para a\u00e7\u00f5es brasileiras, mas com volatilidade"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″ transparent_background=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Texto” _builder_version=”4.6.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” sticky_enabled=”0″]

Por Paula Arend Laier<\/p>\n

S\u00c3O PAULO (Reuters) – O Brasil continua com classifica\u00e7\u00e3o ‘overweight’ para a\u00e7\u00f5es brasileiras em portf\u00f3lio para a Am\u00e9rica Latina do Bradesco BBI, que v\u00ea o Congresso apoiando a equipe econ\u00f4mica na manuten\u00e7\u00e3o do teto de gastos, embora admita que precisa de mais alguns meses para garantir uma clareza maior.<\/p>\n

A equipe liderada por Andre Carvalho estima que o Ibovespa terminar\u00e1 o ano em 107 mil pontos, cerca de 12% acima do patamar atual, avan\u00e7ando para 130 mil pontos no final de 2021. No momento, eles veem a\u00e7\u00f5es brasileiras precificando altos riscos pol\u00edticos e fiscais.<\/p>\n

“Pol\u00edticos ir\u00e3o apoiar a equipe econ\u00f4mica para cumprir o limite de gastos em 2021 e parar de pagar ajuda de emerg\u00eancia antes que a vacina contra Covid-19 chegue? Achamos que sim, mas reconhecemos que precisaremos de alguns meses para garantir uma maior clareza”, observaram em relat\u00f3rio a clientes.<\/p>\n

Carvalho e equipe avaliam que os pr\u00eamios de risco ir\u00e3o diminuir, com austeridade fiscal e recupera\u00e7\u00e3o dos lucros, que o caminho ter\u00e1 obst\u00e1culos nos pr\u00f3ximos meses, o que os faz manter um portf\u00f3lio posicionado em a\u00e7\u00f5es de valor, com foco no longo prazo e de companhias exportadoras atrativas.<\/p>\n

Na Am\u00e9rica Latina, o Bradesco BBI tem classifica\u00e7\u00e3o ‘neutra” para M\u00e9xico e Peru e ‘underweight’ para Col\u00f4mbia, Chile e Argentina.<\/p>\n

A carteira para a regi\u00e3o inclui Ita\u00fa Unibanco, Santander Brasil (SA:SANB11), B3 (SA:B3SA3), BR Distribuidora (SA:BRDT3), Lojas Renner (SA:LREN3), Notre Dame Interm\u00e9dica, Ecorodovias (SA:ECOR3), Iguatemi (SA:IGTA3), Vale (SA:VALE3) e Petrobras PN (SA:PETR4), no caso das brasileiras.<\/p>\n

Tamb\u00e9m fazem parte Banorte, Bolsa Mexicana, Walmex, Fibra Danhos e Pinfra, do M\u00e9xico; Copec COPEC e CMPC, do Chile; e Credicorp, do Peru.<\/p>\n[\/et_pb_text][et_pb_post_nav in_same_term=”on” show_next=”off” admin_label=”Navega\u00e7\u00e3o da postagem” _builder_version=”3.0.87″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” hide_prev=”off” hide_next=”on”] [\/et_pb_post_nav][et_pb_post_nav in_same_term=”on” show_prev=”off” admin_label=”Navega\u00e7\u00e3o da postagem” _builder_version=”3.0.87″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” hide_prev=”on” hide_next=”off”] [\/et_pb_post_nav][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Linha” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Texto” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

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Por Paula Arend Laier S\u00c3O PAULO (Reuters) – O Brasil continua com classifica\u00e7\u00e3o ‘overweight’ para a\u00e7\u00f5es brasileiras em portf\u00f3lio para a Am\u00e9rica Latina do Bradesco BBI, que v\u00ea o Congresso apoiando a equipe econ\u00f4mica na manuten\u00e7\u00e3o do teto de gastos, embora admita que precisa de mais alguns meses para garantir uma clareza maior. A equipe […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"1080","footnotes":""},"categories":[1],"tags":[],"class_list":["post-14571","post","type-post","status-publish","format-standard","hentry","category-noticias"],"_links":{"self":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/14571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=14571"}],"version-history":[{"count":0,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/14571\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=14571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=14571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=14571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}