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Investing• Sep 16

Brazil’s Central Bank Rate Cut Spurs Rotation Toward Domestic-Facing Stocks

The fifth consecutive cut to Brazil’s benchmark Selic interest rate, now at 13.75%, is driving a rotation of capital out of fixed income and into equity sectors sensitive to lower credit costs, such as retail and civil construction.

INVESTING

Overview

Latest News

Brazil’s Central Bank Rate Cut Spurs Rotation Toward Domestic-Facing Stocks

Brazil’s Central Bank Cuts Selic Rate to 13.75%, Boosting Retail and Construction Prospects

Brazil’s 13.75% Selic Rate Holds Down Consumer Credit, Caps Savings Returns

Dutch-Owned iFood Commits Record R$24 Billion Investment to Boost AI and Fintech in Brazil

Lula Sanctions R$7 Billion Critical Minerals Policy, Adding Veto Power Over Foreign Deals

Brazil Central Bank Poised for Final Selic Cut as Political Tensions Complicate Real’s Outlook

Brazil’s Central Bank Set for Selic Cut, but Caution on Inflation Clouds Long-Term Bond Outlook

Brazil’s Real Estate Funds Hit 3.3 Million Investors on B3 Despite High Interest Rates

Brazil’s CVM Overhauls Rules to Strengthen Investor Safety, Clarify Fund Liability

LG Electronics Opens R$1.5 Billion ‘Smart Factory’ in Paraná, Boosting Brazil’s Manufacturing Base

Local Optimism Drives Brazil Small Cap Rally, Colliding with Institutional Caution on High Rates

Brazil’s Corn Ethanol Boom Creates R$ 7.6 Billion Forest Investment Challenge in Mato Grosso

Rumo's Northern Railway Surges on 43% Jump in Brazil Soybean Exports

Global Index Inclusion Opens Structural Pipeline for Foreign Capital into Brazil Real Estate Funds

B3 Launches Ibovespa in US Dollars to Attract Foreign Investors to Brazil Stock Market

Brazil Ends Tax Arbitrage on Equity Payouts, Forcing Recalculation of Brazilian Equities Returns

Brazil’s Supreme Court Upholds Decades-Old Limits on Foreign Ownership of Farmland

Brazil’s Farm Credit Deploys R$65.7 Billion in Two Months as New Environmental Rules Take Hold

Brazil’s Tax Reform Increases Withholding Tax on Key Corporate Break, Impacting Earnings

Brazil’s Farm Sector Adopts AI and Cloud to Overcome Rural Connectivity Gaps

New Brazil Tax Laws Fundamentally Shift Corporate Dividend and Capital Strategies

Brazil’s New 10% Dividend Withholding Tax Ends Three Decades of Tax-Free Payouts for Foreign Investors

Brazil’s State-Owned Banco do Brasil Commits to 30% Dividend Payout Ratio for 2026

Unsealed Banco Master Evidence Escalates Political Probe Targeting Bolsonaro Allies

Brazil's Deposit Guarantee Fund Pays Record R$50 Billion After Bank Failures

Brazil Registers Largest Deflation in Four Years, Cementing Central Bank's Selic Rate Cut

Centaurus Fund Challenges $1.2 Billion Mandatory Tender Offer for Oncoclínicas in Arbitration

Brazil's Deflationary Surprise Was a Power Credit Mirage, Testing Central Bank’s Resolve on Selic Rate Cut

Brazil Supreme Court Rejects Land Claim Cut-Off, Creating Long-Term Risk for Agribusiness

Nubank Launches Initial U.S. Products Via Partner Bank While Awaiting Federal Charter