With the Ibovespa index hovering around 200,000 points, the Brazilian stock market has entered a new level. Amid tensions in the Middle East , Brazil has come to occupy a privileged position among emerging countries: far from direct conflicts, an exporter of commodities, and still at the beginning of an interest rate cut cycle.
These factors help explain the recent stock market rally , but they also raise an inevitable question for investors: is it still time to get in?
In the "Window of the Market" program on NeoFeed , which features interviews with leading equity strategists, Flávio Conde, head of equities at Levante Investimentos, stated that a significant portion of this appreciation began years ago, during times of political and economic stress. Therefore, new investors find a more expensive market, but opportunities still exist.
"The party is happening and there's more to come, but a good part of it has already happened," said Conde.
According to the expert's analysis, the index could reach 250,000 points in December of this year, with the Selic rate at 13%. This result, however, depends on a number of factors, including the presidential election in October and the end of the war in Iran .
Check out the video to see which stocks Conde recommends for those seeking asset appreciation and good dividends.
