After Brazil's Market Rout, Bargain Hunters Step In

The smart money is buying the dip in Brazil after the surprise election of President Luiz Inácio Lula da Silva.

Barrons • 11 hours ago

EWZS: Brazilian Small-Caps Crash 35% Monday, The Reaction Is Overdone

The iShares MSCI Brazil Small-Cap ETF plunged 35% Monday morning after Brazil's run-off election surprise. I believe this is an overreaction and that Brazilian equities can perform under the current government's administration. The Brazilian small-cap ETF now trades around 6 to 7x earnings and below book value, with underlying companies capable of 10% annualized growth.

Seeking Alpha • Oct 27, 2026

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

A shock in Brazil sends stocks plunging, while neoclouds take another hit

Here are the key things investors need to know to start the trading day.

CNBC • Oct 26, 2026

Lula wins Brazil runoff after prediction markets favored Bolsonaro

In a runoff election, Luiz Inácio Lula da Silva defeated Flávio Bolsonaro, the right-wing candidate and son of former president Jair Bolsonaro, by 51.8% to 48.2%, according to the country's Superior Electoral Court. As late as Sunday afternoon, Lula remained a significant underdog on prediction markets.

CNBC • Oct 26, 2026

Brazil markets, currency reel from leftist Luiz Inácio Lula da Silva's election win

Brazil's markets and currency plungedMonday in the aftermath of leftist President Luiz Inácio Lula da Silva's reelection victory, prompting a temporary halt in trading in the South American country.

New York Post • Oct 26, 2026

Brazil Braces for More Market Turbulence: Market Analysis

Guy Johnson, Oliver Crook and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?

Bloomberg Markets and Finance • Oct 26, 2026

What Lula's Win Means for Brazil's Markets, Currency

Nur Cristiani, head of Latin America investment strategy at JPMorgan Private Bank, examines the market implications of the Brazilian election after President Luiz Inácio Lula da Silva pulled off a stunning comeback to defeat Flávio Bolsonaro, the right-wing candidate that many investors preferred. She speaks on “Bloomberg Surveillance.

Bloomberg Markets and Finance • Oct 26, 2026

An Upset In Brazil Upsets Markets

This was not the result investors had anticipated. Brazil markets have entered panic mode, with the iShares MSCI Brazil ETF (EWZ) plunging more than 27% in premarket trading, after President Luiz Inácio Lula da Silva clung to power in Sunday's runoff election.

Seeking Alpha • Oct 26, 2026

Brazilian Markets Crash After Lula's Surprise Election Win Stunned Investors

Brazil's main stock market index dropped to a two-month low after President Luiz Inácio Lula da Silva secured a surprise victory in the presidential election runoff.

WSJ • Oct 26, 2026