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2 results for “capital rotation”
Small Caps• Jul 27
Global AI Saturation Forecast Points to Brazilian Small Caps Opportunity in H2 2026
BB Asset projects a capital rotation from global mega-cap tech to B3 value stocks, citing an expected peak in AI investment.
Investing• Jul 07
Ibovespa drops as US tariff threats trigger tech rotation
Brazil's Ibovespa falls 0.93% to 172,447.58 points as USTR public hearings on proposed 25% tariffs prompt foreign capital to rotate back to global tech.