A Guerra na Ucrânia Não Afeta o Brasil

A abertura de hoje foi quase um cisne negro. A guerra na Ucrânia oficialmente começou. Confesso ficar surpreso com a reação tão negativa do mercado a um evento tão distante e por hora restrito. A guerra no leste europeu não afeta o Brasil. A não ser que a coisa escale para um conflito OTAN-Rússia , o que eu acho difícil de acontecer, o cenário tem pouco impacto. Mesmo no caso de um conflito Global o Brasil não será um palco de guerra, e a posição neutra do Brasil é uma vantagem. Diria que, e infelizmente, o conflito poderia até beneficiar o Brasil.
Uma possível alta internacional do dólar pode pesar contra. A fuga do capital do risco também. O mercado não é totalmente racional.
Ponderando tudo, acredito que o mercado brasileiro deva subir e desempenhar melhor que as bolsas globais, em especial a européia e a americana.
Uma possível alta internacional do dólar pode pesar contra. A fuga do capital do risco também. O mercado não é totalmente racional.
Ponderando tudo, acredito que o mercado brasileiro deva subir e desempenhar melhor que as bolsas globais, em especial a européia e a americana.
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คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน