S. Ibovespa Walking to close He walks with Best monthly performance since November 2023, When it is estimated at 12.54 %. Until Tuesday (25) the main index of high Brazilian grant accumulates 7.5 % per month.
On the eve of the previous day, The bag was closed at 132,067.69 pointsAnd increasingly approaching the historical maximum recorded in August 2024.
The movement is completely the opposite of the market behavior at the end of last year. The index closed 2024 at 120,283.4 points, 10.08 % decrease throughout the year.
Since the beginning of the year 2025 until now, Epsa has increased by 9.8 %.
Part of this current discharge is completely possible to the lowest year. Raphael Figuredo, a strategic expert on XP Inc. notes. To “search for the deal” by investors, who in Brazilian assets find reduced prices compared to the average market.
According to the expert, the movement can be classified as recoveryThat is, the market recovery.
“It comes from a very weak base,” says Viguerido. “This weak base allowed Ibovespa to start the recovery process. We realize that the worst sectors last year turned out to be better this year.”
This scenario prefers, above all, coming Foreign capital To the country, according to analysts they heard before CNN.
Andre barbosa, an investment expert, notes that global investors see more opportunities in other squares to beware of markets in the United States, especially with Importing definitions Impose Donald Trump.
“In addition, the shares of Brazilian companies negotiate a great opponent on international husbands, and thus attracted positive flows,” he said.
Daniel Lopez, Nord Investmentos partner, sees a movement similar to November 2023, although the reasons are not the same.
At that time, what prompted jumping on the bag was the possibility of low interest rates in the United States, while it was kept here. The difference between the rates would lead the capital to the return more and the best if it is applied in Brazil.
Today, in a mixture of cheap assets and compatible risks, Lopez says there are “good prices” bets in the country.
“Brazil has a relevant financial risk, but it is risk that it has already been put in the account. (…) The institutional investor has been liquidated to comply with the use of extracts and now he has the return of the foreign flow.”
What are the rest of the year waiting for?
Although at the present time, it is not at the investor’s attention center, the general account management by the federal government is still accompanied by the market.
Celson Placido, CEO of Asset Management by Warren (AMW), is noticed, that, Fears regarding the commitment of the Central Bank (BC) to combat inflationAfter harsh signs recently, the market already notes other points of tax tensions.
“The market is discussing the elections, and popular research by a person with a more strengthening financial policy,” said Plasido.
Its conclusion is that the gains that were seen today can improve, then, along with a company BC, a government that controls public spending.
However, the uncertainty on the radar of the financial market agents is still.
“The market will swing, and it does not have mechanisms to understand that it will enter a superior direction. It will continue to work at the moment, and the average, through news, will be reflected in view of data from economic activity, inflation and the impact of cash pressure,” says Rafael Fiorido.
