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Rohan Daswani says investors should buy the dip in Brazil

NewsFeeds update

Gavekal Research analyst Rohan Daswani said Brazilian markets may sell off sharply after Lula's surprise win over Bolsonaro, but investors should treat it as a buying opportunity, citing high real and nominal rates and commodity exposure.

MacroOdailyAINeutral

Read the original on Odaily

More Macro updates

  1. PBOC says it will set up bond market NBFI large redemption swap facility

    MacroPANewsAINeutral

  2. JPMorgan cuts Brazil ratings after Lula wins election

    MacroOdailyAINeutral

  3. EWZ falls 29.3% in 24 hours to $31.55

    MacroOdailyAIBearish

Every Macro update on NewsFeeds

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.