In the local capital market they not only negotiate Yields linked to US companies, but there are also those linked to Brazilian actions. And City specialists like these options as an investment more and more.
According to Bind Inversiones operators, Brazil presents an attractive entry point for investors thanks to their relatively solid macroeconomic foundations and a political context that could turn towards more promised positions for the 2026 elections.
“We consider strategically attractive to take a position in Brazilian actions, especially in energy sectors and basic minerals that present the greatest positive relative performance within the industries that make up the Bovespa index,” they said.
The yields of mining and oil actions grow in favoritism
Then, they detailed that, specifically, the mining company stands out Ok (voucher) and the oil company Petrobras (PBR).
“Ok, one of the largest global producers of iron and nickel mineral, offers direct exposure to the global commodities cycle, with strong structural demand from China, high operating margins, and a return on the capital of approximate 15% for what comes from 2025,” they said from Bind.
“Petrobras is the main energy company in the region and stands out for its high profitability for dividends (14.06%) and a solid quarter of quarterly net income, which in the last quarter reached 6,300 million reais. Despite their exposure to political decisions, it maintains solid financial foundations, which makes it an attractive option for investors willing to tolerate a certain regulatory risk,” they added.
The financial sector charges value
For his part, Damián Vlassich, leader of investment strategies in IOL, said that two good options are Cloud (NU) and Bradesco Bank (BBD).
As for Fintech Cloud, the Executive said that “it combines a solid execution with a differential value proposal, standing out for an extraordinarily efficient cost structure and high levels of customer satisfaction, which drives low rotation and strong organic growth.”
Likewise, the attractive Banco Bradesco lies in his good valuation and fundamentals in recovery. “Currently, it quotes a 0.95x P/BV with an estimated ROE of 14% by 2025, granting a return to the investor rather than attractive. It is optimistic about the entity’s profitability trajectory, in a context of normalization of delinquency, especially in the consumption segment, which would reduce credit losses forward,” Vlassich said.
In both cases, experts reiterated that One of the keys to the possible growth potential of Brazilian yields are the elections.
“The electoral trace is usually reflected in prices up to 12 months in advance, so it could be activated towards the last quarter of 2025, considering that the presidential elections are in October 2026. Historically, in previous cycles with governments of the PT, the Brazilian share market recorded average increases close to 50% in the third year of mandate, drive Liberals or promoted, ”said Vlassich.
Source: Ambito
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