Investors expect markets to unwind as Brazil's Lula reelected

Brazilian stocks and the real currency slumped after the surprise reelection of President Luiz Inacio Lula da Silva as the bullish investor sentiment which ‌followed his right-wing rival's success in the first round of voting evaporated.

Reuters • Oct 26, 2026

Latin America's EM Resource Boom: Copper, Gold And Growth

Latin America is a natural diversifier away from AI concentration risk. As EM nations diversify from the USD, gold is a natural alternative.

Seeking Alpha • Oct 24, 2026

5 Market-Beating ETF Areas of Last Week

Brazilian equities, tanker shipping, utilities, cybersecurity and cloud computing ETFs led last week's winners. Here's what fueled their gains.

Zacks Investment Research • Oct 12, 2026

Brazil Election Update: Notes From SãO Paulo And The Road Ahead

Markets priced in a more disciplined fiscal path as Bolsonaro's lead came with strong conservative Senate and governor results. Rates should fall regardless of the winner, but how far depends on a credible fiscal plan.

Seeking Alpha • Oct 7, 2026

Eyes On Brazilian Assets - Compelling 2026 Opportunity

Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.

Seeking Alpha • May 1, 2026

Transmission Channels Of The War On Iran To The Brazilian Economy

The ongoing Iran war and Strait of Hormuz blockade have sharply disrupted global energy and fertilizer flows, with Brazil facing acute exposure. Brazil benefits from higher oil prices as a net exporter, but inflation and logistics costs are rising, pressuring domestic fuel and transport sectors.

Seeking Alpha • Apr 1, 2026

The Top-Performing Ex-U.S. Equities Regions This Year Will Surprise You

2025 was a big year for ex-U.S. equities, as a declining dollar, tariff uncertainty, and domestic concentration risk drove investors abroad. Broad ex-U.S. equities performed well and rewarded those investors, but it was some notable subregions that really delivered.

ETF Trends • Dec 31, 2025

VanEck Announces Year-End Distributions for VanEck Equity ETFs

NEW YORK--(BUSINESS WIRE)--VanEck announced today the 2025 annual distributions per share for its VanEck equity exchange-traded funds.

Business Wire • Dec 20, 2025

50% Tariff On Brazilian Products: This Is What You Should Do With Your Brazilian Assets

I recommend holding assets tracking major Brazilian indices despite new US tariffs, given heightened uncertainty and market volatility. Trump's 50% tariff on all Brazilian products will significantly impact Brazil's export-dependent economy, especially in commodities like oil and iron ore.

Seeking Alpha • Jul 11, 2025

BRF: Brazilian Equities Still Have Room To Run

The VanEck Brazil Small-Cap ETF is a unique way to gain access to Brazil's stock market. 2023 was a strong year for Brazil's stock market, but stocks have pulled back sharply in 2024 due to political and economic concerns. Despite a bumpy 2024, the long-term outlook for Brazil's economy remains favorable, with potential for rate cuts and stronger growth in 2025.

Seeking Alpha • Aug 3, 2024