Em destaque: Para gestora Robeco, reeleição de Lula eleva prêmio de risco, mas não implica fuga estrutural de estrangeiros

Para gestora Robeco, reeleição de Lula eleva prêmio de risco, mas não implica fuga estrutural de estrangeiros Na avaliação de Daniela da Costa-Bulthuis, os investidores estrangeiros e locais estarão muito atentos agora à definição da equipe econômica, às alterações no orçamento de 2027, e à apresentação de compensações críveis para os compromissos assumidos durante a campanha 0.5x 1x 1.25x 1.5x 2x 00:00 00:00 Por Bruna Furlani e Maria Fernanda Salinet, Valor — São Paulo 26/10/2026 13h40 Atualizado 26/10/2026 13h40

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recommendationTrigger(); return; } // Otherwise, wait more 500 miliseconds (until reach 10 seconds) timeout.init = timeout.init + timeout.step; if ((timeout.init Mesmo que a forte liquidação dos ativos brasileiros após a reeleição do presidente Luiz Inácio Lula da Silva (PT) tenha levado os investidores estrangeiros a incorporar um grau maior de incerteza fiscal de política econômica aos preços, isso não significa necessariamente que haverá uma "saída estrutural" de capital estrangeiro, afirma a gestora de mercados emergentes da holandesa Robeco, Daniela da Costa-Bulthuis.

Mais recente Próxima XP fora do ar? 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