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2 results for “BOVA11

Brazil’s Small-Cap Discount Nears Record High as High Rates and Political Risk Bite
PROSmall CapsSep 15

Brazil’s Small-Cap Discount Nears Record High as High Rates and Political Risk Bite

The valuation gap between Brazilian small-cap and large-cap stocks is near a historical high, reflecting severe investor aversion to local political and interest-rate uncertainty.

Dual Shock Threatens 2027 Yields: El Niño and Fertilizer Lag Point to Brazil Food Inflation
PROAgroJul 27

Dual Shock Threatens 2027 Yields: El Niño and Fertilizer Lag Point to Brazil Food Inflation

A high-risk confluence of very strong El Niño and a critical lag in fertilizer application heightens the risk of a major supply shock for Brazil's 2026/27 crop cycle.