BB Investimentos has made two changes to its recommended small-cap equity portfolio for August 2026, dropping homebuilder Cury (CURY3) and steel producer Usiminas (USIM5) to make room for Northeast-focused constructor Moura Dubeux (MDNE3) and retailer Riachuelo (RIAA3). The move signals a high-conviction bet on specific, interest-rate-sensitive homebuilders that are poised to benefit from the government's Minha Casa Minha Vida (MCMV) program, even as the broader Brazilian stock market faces headwinds—the iShares MSCI Brazil ETF (EWZ) is down 0.63% as of Tuesday morning.