After years of strong appreciation in US stock markets, does it still make sense to invest in international stocks through BDRs, or has most of the upside potential already been realized?
In an interview with Janela de Mercado , Pedro Vendramini, partner and director of Management at One, responded that focusing solely on recent appreciation can lead to erroneous conclusions.
The most important criterion, in his opinion, remains the ability of companies to increase their profits in the coming years.
In his assessment, artificial intelligence continues to be one of the main transformative forces in the global market. But the potential is not limited to companies that develop AI models.
"Within this global scenario of considerable instability, the sectors that best fit the situation at this moment are still those linked to technology and artificial intelligence. There are opportunities both in companies that supply the inputs for this sector to grow and in those directly linked to the end user of artificial intelligence," he stated.
In the video, the manager also analyzes how already established companies manage to reinvent themselves in the face of technological changes, maintaining competitiveness even in increasingly competitive markets.
Watch to find out what the expert's top picks are for the year .
