(EWZ)

I'm adopting a bullish stance on EWZ, supported by FX tailwinds, attractive valuations, and a potential stabilization of the Selic rate, despite ongoing fiscal and political risks. The recent rally in...

Brazil's Central Bank hiked interest rates by 0.25% to 15%, reaching the highest level since 2006. Lula's expansionary fiscal policies clash with contractionary monetary efforts, fueling inflation. Po...

iShares MSCI Brazil ETF underperforms its top holdings due to index concentration and inclusion of underperforming stocks, making it less attractive long-term. Stock picking in Brazil offers better ri...

Brazil's private domestic sector is supported by government deficit spending and private credit but faces a drain from the external sector. The stock market has been stagnant since 2009, but ETFs offe...

Brazil's economy faces challenges with inflation persistently above target and double-digit interest rates, which are impacting the performance of the EWZ amid global trade tensions. The Brazilian eco...