Search
25 results for “Brazilian equities”
Brazil’s Finance Minister Signals Tighter Spending Cap After New Dividend Tax Hits Investors
Finance Minister Dario Durigan is proposing a stricter spending limit for Brazil’s fiscal framework, following the recent imposition of a new 10% dividend tax.
Brazil Ends Tax Arbitrage on Equity Payouts, Forcing Recalculation of Brazilian Equities Returns
New tax laws on Juros sobre Capital Próprio (JCP) and dividends end a major tax advantage for Brazilian companies, impacting net equity returns for investors.
Brazil’s New 10% Dividend Withholding Tax Ends Three Decades of Tax-Free Payouts for Foreign Investors
Law 15.270/2025 introduced a 10% withholding income tax on dividends paid to non-resident shareholders, fundamentally altering the total return calculus for Brazilian equities starting January 1, 2026.
Ibovespa Surges 5.4% as Brazilian Market Prices In Shift Toward Fiscal Conservatism
Brazil's stock market rallied sharply on new polls suggesting a right-wing presidential victory is possible, boosting investor hopes for fiscal reform.
Political Uncertainty Triggers R$20 Billion Foreign Capital Exodus from Brazilian Equities
International investors pulled R$20 billion from the Brazilian stock market in Q2 as 2026 election risk mounts.
Election Uncertainty Sparks $1 Billion Foreign Capital Exodus from Brazil’s Stock Market
Foreign investors pulled R$5.5 billion from Brazil's B3 stock exchange in early August, as political risk ahead of the October election overrides strong corporate earnings.
BB Seguridade Boosts Payout with R$1.39 Per Share Dividend After Q2 Net Income Jumps 13%
BB Seguridade announced an interim dividend of R$1.39 per share following 13% year-on-year net income growth in Q2 2024, confirming its status as a top income stock.
Ibovespa Falls as Market Awaits Key Data: FGV Consumer Confidence and Central Bank Focus Report
Brazilian equities dipped Monday as investors waited on the FGV Consumer Confidence Index and the Central Bank's Focus Report.
Foreign Capital Returns to B3 While Domestic Money Clings to Fixed Income
Global investors returned to Brazilian equities in 2026, driving R$ 38.6 billion in inflows, while local capital remains heavily concentrated in fixed income.
Soybean Futures Rise as Weather Risks Drive Agribusiness
Speculators hold net-long soybean positions as weather concerns and Chinese demand drive agribusiness and impact Brazilian equities.
Ânima Controllers Buy 7% Stake After FMU Deal Sparks Selloff
Ânima Education's controlling group aggressively bought a 7% stake to restore investor confidence after a 30% stock crash triggered by the FMU acquisition.
Soybean Futures Surge Ties U.S. Crop Risks to Brazilian Markets
Rising U.S. soybean futures amid weather risks and CFTC long positions are driving broader market trends, influencing major Brazilian equities and the Bovespa.
Ibovespa tests 173k as easing rate outlook lifts equities
Brazil's Ibovespa rises 1.22% to 172,742.12 points as a cooling IPCA-15 inflation reading and reassuring Central Bank remarks relieve domestic rate pressures.
Itaúsa Backs Aegea Capital Increase to Tackle Leverage
Holding company Itaúsa commits up to R$ 1.5 billion to support a planned capital increase by sanitation giant Aegea, reinforcing liquidity and capital discipline.
Cury Operational Preview: Record Cash Generation Despite 2T26 Sales Drop
Cury (CURY3) reports R$ 144.9 million in 2T26 operational cash generation, up 40.2% YoY, as a shift to higher-value units offsets a 9.5% decline in net sales.
Ibovespa Faces Downward Pressure Amid Tariff Risks and Inflation
The Ibovespa index slid to 172,447.58 points as domestic inflation worries, upcoming Fed minutes, and US tariff threats drive investors to trim exposure.
Engie Brasil Files for Massive R$10.5 Billion Offering
Engie Brasil (EGIE3) files for a primary share offering of up to R$10.5 billion to absorb a 40% stake in the Jirau hydropower plant.
B3 Small Caps Index Lags Ibovespa, Creating Valuation Gap
The B3 Small Caps Index (SMLL) lags the Ibovespa in 2026, creating a notable valuation gap as foreign capital favors highly liquid Brazilian blue chips.
Empiricus Targets Direcional for High-Yield Play
Empiricus replaces Porto Seguro with homebuilder Direcional in its dividend portfolio, eyeing an asymmetric entry point in low-income real estate.
Viveo launches R$ 870m capital raise to slash leverage
Viveo (VVEO3) announced a capital increase of up to R$ 870 million anchored by DNA Capital (Bueno family) to aggressively de-lever its balance sheet.
Ibovespa Rises to 173,295 as Bank Gains Offset Commodities
Brazil's Ibovespa index rose 0.76% to close at 173,295.14 as financial sector gains offset declines in major commodity stocks like Petrobras and Vale.
Ibovespa Surges 2.95% on Soft Mid-Month Inflation
Brazil's Ibovespa index rallied 2.95% in the week ending June 26, 2026, nearing a full June recovery after cooler-than-expected IPCA-15 inflation data.
B3 Dividend Payouts: Petrobras and Itaú Lead Week's Distributions
Brazilian equities face technical ex-dividend adjustments as major B3 firms, including Petrobras and Itaú, prepare to distribute corporate payouts.
Brazil Small Caps Lag Ibovespa by 10% as Valuation Gap Widens
Brazil's small-cap index lags the benchmark Ibovespa by over 10%, creating a historic valuation gap driven by foreign capital favoring large-cap equities.
Terra Investimentos Keeps Weekly Stock Selection Unchanged
Terra Investimentos maintained its weekly model portfolio unchanged for June 26 to July 3, 2026, keeping equal weightings across five Brazilian equities.