{
  "id": 9398081,
  "title": "Brasil é ‘clear buy’, diz a BlackRock. “Há muito pessimismo precificado”",
  "url": "https://urgent.news/2026/09/23/brasil-e-clear-buy-diz-a-blackrock-ha-muito-pessimismo-precificado",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-23T19:15:57.000Z",
  "source": {
    "name": "Brazil Journal",
    "slug": "brazil-journal",
    "url": "https://braziljournal.com/brasil-e-clear-buy-diz-a-blackrock-ha-muito-pessimismo-precificado/"
  },
  "original_language": "pt",
  "account": "BlackRock's Samuel Vecht believes the Brazilian stock market is a \"clear buy\" despite widespread pessimism, citing recent improvements in spending control and potential for lower interest rates. Vecht, who specializes in emerging markets, also sees value in China, which has been overlooked in regional stock indices. The main risk today, according to Vecht, is the lack of diverse perspectives among investors, who have only seen the success of the US and its tech companies. Emerging markets have been in a bear market for nearly 20 years, with prices in dollars not far from 2007 highs. Despite being riskier than developed markets, emerging markets should outperform in the long term. Among the top overweight opportunities, China and Brazil stand out, with China leading in manufacturing and production while Brazil offers potential in commodities, banking, and domestic companies.",
  "summary": "A economia brasileira não precisa melhorar tanto para a Bolsa local dar retorno. Com essa convicção, e a de que haverá algum controle de gastos públicos em 2027, o que permitiria cortes da Selic, Samuel Vecht, um portfolio manager da BlackRock, acredita que a Bolsa brasileira é um “clear buy”. “Estrangeiros e brasileiros perderam a […] The post Brasil é ‘clear buy’, diz a BlackRock. “Há muito…",
  "key_points": [
    "BlackRock's Samuel Vecht calls Brazilian stock market a \"clear buy\"",
    "Widespread pessimism in Brazil's market despite spending control improvements",
    "China, overlooked in regional indices, also identified as a value opportunity"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}