a BTG charter He made four changes to his recommended portfolio for June, showing a report sent to clients on Tuesday (first) and obtained by Money Times.
The strategy team formed by Carlos Sequeira, Usni Carvey and Ricardo Cavalieri confirmed that the overall economic outlook has improved significantly in recent months.
“In addition, the realist is finally showing signs of stability, bolstered by a less noisy political environment and by a louder Selic,” they point out.
The bank notes that the portfolio is still in a position to capture the economic outlook, but with tactical changes.
Analysts explain: “We decided to add the giant electric company Eletrobras, since the legislation allowing the privatization of the company is quickly passing through Congress.”
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