{"id":3907,"date":"2025-01-22T14:59:12","date_gmt":"2025-01-22T17:59:12","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/"},"modified":"2025-01-22T14:59:12","modified_gmt":"2025-01-22T17:59:12","slug":"morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil","status":"publish","type":"post","link":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/","title":{"rendered":"Morgan Stanley aposta em &#8220;bottom fishing&#8221; e destaca a\u00e7\u00f5es promissoras no Brasil"},"content":{"rendered":"<p>O <strong>Morgan Stanley<\/strong> mant\u00e9m uma posi\u00e7\u00e3o <strong>underweight<\/strong> em a\u00e7\u00f5es brasileiras, mas identifica oportunidades de &#8220;bottom fishing&#8221;, que consiste em adquirir ativos a pre\u00e7os baixos. Os estrategistas do banco enfatizam a import\u00e2ncia de selecionar a\u00e7\u00f5es com <strong>bom ROE<\/strong> (retorno sobre patrim\u00f4nio l\u00edquido) e avalia\u00e7\u00f5es atrativas. Apesar dos desafios fiscais que o Brasil enfrenta, eles observam que a economia e os lucros permanecem robustos, destacando que a maioria das a\u00e7\u00f5es no pa\u00eds est\u00e1 subvalorizada.<\/p>\n<p>Os analistas do Morgan Stanley preferem a\u00e7\u00f5es de setores como <strong>petr\u00f3leo e agricultura<\/strong>, citando empresas como <strong>Banco do Brasil (BBAS3)<\/strong>, <strong>JBS (JBSS3)<\/strong> e <strong>Bradesco (BBDC4)<\/strong> como boas op\u00e7\u00f5es. Eles ressaltam que, mesmo em um cen\u00e1rio desafiador, essas empresas t\u00eam alta classifica\u00e7\u00e3o e s\u00e3o vistas como <strong>overweight<\/strong> ou <strong>equalweight<\/strong>. A prefer\u00eancia por servi\u00e7os financeiros em vez de consumo discricion\u00e1rio \u00e9 justificada pela menor exposi\u00e7\u00e3o ao risco c\u00edclico.<\/p>\n<p>A an\u00e1lise tamb\u00e9m aborda a sustentabilidade dos lucros no Brasil, considerando o d\u00e9ficit fiscal de quase <strong>10% do PIB<\/strong>. Os analistas esperam um crescimento mais lento, mas acreditam que uma infla\u00e7\u00e3o em queda pode aliviar press\u00f5es fiscais e impulsionar o mercado. O foco recai sobre setores de exporta\u00e7\u00e3o, com destaque para <strong>agricultura e petr\u00f3leo<\/strong>, al\u00e9m de servi\u00e7os financeiros que se mostram atraentes.<\/p>\n<p>Por fim, o relat\u00f3rio menciona que apenas <strong>20% das a\u00e7\u00f5es<\/strong> do \u00edndice Bovespa est\u00e3o acima da m\u00e9dia m\u00f3vel de <strong>200 dias<\/strong>, sugerindo uma poss\u00edvel corre\u00e7\u00e3o no mercado. O Morgan Stanley acredita que revis\u00f5es negativas de lucros ser\u00e3o cruciais \u00e0 medida que a perspectiva macroecon\u00f4mica se deteriora, refor\u00e7ando a necessidade de uma mudan\u00e7a estrutural na pol\u00edtica fiscal para um crescimento sustent\u00e1vel das a\u00e7\u00f5es brasileiras.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>O Morgan Stanley mant\u00e9m uma posi\u00e7\u00e3o underweight em a\u00e7\u00f5es brasileiras, mas identifica oportunidades de &#8220;bottom fishing&#8221;, que consiste em adquirir ativos a pre\u00e7os baixos. Os estrategistas do banco enfatizam a import\u00e2ncia de selecionar a\u00e7\u00f5es com bom ROE (retorno sobre patrim\u00f4nio l\u00edquido) e avalia\u00e7\u00f5es atrativas. Apesar dos desafios fiscais que o Brasil enfrenta, eles observam que [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"- O Morgan Stanley mant\u00e9m posi\u00e7\u00e3o underweight em a\u00e7\u00f5es brasileiras, buscando confian\u00e7a fiscal.\n- Identificou Banco do Brasil, JBS e Bradesco como boas oportunidades de investimento.\n- A mudan\u00e7a na pol\u00edtica fiscal \u00e9 crucial para a sustentabilidade das a\u00e7\u00f5es no Brasil.\n- O crescimento econ\u00f4mico deve ser mais lento, com lucros caindo cerca de 8% em d\u00f3lares.\n- A estrat\u00e9gia de \"Texas Trade\" foca em setores de petr\u00f3leo e agricultura, atraindo investidores.","footnotes":""},"categories":[8969,41],"tags":[100],"class_list":["post-3907","post","type-post","status-publish","format-standard","hentry","category-brasil","category-economia","tag-noticia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Morgan Stanley aposta em &quot;bottom fishing&quot; e destaca a\u00e7\u00f5es promissoras no Brasil - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Morgan Stanley aposta em &quot;bottom fishing&quot; e destaca a\u00e7\u00f5es promissoras no Brasil\" \/>\n<meta property=\"og:description\" content=\"O Morgan Stanley mant\u00e9m uma posi\u00e7\u00e3o underweight em a\u00e7\u00f5es brasileiras, mas identifica oportunidades de &#8220;bottom fishing&#8221;, que consiste em adquirir ativos a pre\u00e7os baixos. Os estrategistas do banco enfatizam a import\u00e2ncia de selecionar a\u00e7\u00f5es com bom ROE (retorno sobre patrim\u00f4nio l\u00edquido) e avalia\u00e7\u00f5es atrativas. Apesar dos desafios fiscais que o Brasil enfrenta, eles observam que [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\" \/>\n<meta property=\"og:site_name\" content=\"Portal Tela (STAGING)\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-22T17:59:12+00:00\" \/>\n<meta name=\"author\" content=\"Telinha\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Telinha\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#article\",\"isPartOf\":{\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\"},\"author\":{\"name\":\"Telinha\",\"@id\":\"http:\/\/54.92.202.131\/#\/schema\/person\/89d764bb518c9e861868915fca9f0e5d\"},\"headline\":\"Morgan Stanley aposta em &#8220;bottom fishing&#8221; e destaca a\u00e7\u00f5es promissoras no Brasil\",\"datePublished\":\"2025-01-22T17:59:12+00:00\",\"mainEntityOfPage\":{\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\"},\"wordCount\":318,\"publisher\":{\"@id\":\"http:\/\/54.92.202.131\/#organization\"},\"keywords\":[\"Not\u00edcias\"],\"articleSection\":[\"Brasil\",\"Economia\"],\"inLanguage\":\"pt-BR\",\"copyrightYear\":\"2025\",\"copyrightHolder\":{\"@id\":\"http:\/\/54.92.202.131\/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\",\"url\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\",\"name\":\"Morgan Stanley aposta em \\\"bottom fishing\\\" e destaca a\u00e7\u00f5es promissoras no Brasil - Portal Tela (STAGING)\",\"isPartOf\":{\"@id\":\"http:\/\/54.92.202.131\/#website\"},\"datePublished\":\"2025-01-22T17:59:12+00:00\",\"breadcrumb\":{\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#breadcrumb\"},\"inLanguage\":\"pt-BR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\/\/54.92.202.131\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Morgan Stanley aposta em &#8220;bottom fishing&#8221; e destaca a\u00e7\u00f5es promissoras no Brasil\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/54.92.202.131\/#website\",\"url\":\"http:\/\/54.92.202.131\/\",\"name\":\"Portal Tela (STAGING)\",\"description\":\"As not\u00edcias mais relevantes do momento na sua Tela, para voc\u00ea.\",\"publisher\":{\"@id\":\"http:\/\/54.92.202.131\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/54.92.202.131\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-BR\"},{\"@type\":\"Organization\",\"@id\":\"http:\/\/54.92.202.131\/#organization\",\"name\":\"Portal Tela\",\"alternateName\":\"Tela\",\"url\":\"http:\/\/54.92.202.131\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-BR\",\"@id\":\"http:\/\/54.92.202.131\/#\/schema\/logo\/image\/\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"Portal Tela\"},\"image\":{\"@id\":\"http:\/\/54.92.202.131\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"http:\/\/54.92.202.131\/#\/schema\/person\/89d764bb518c9e861868915fca9f0e5d\",\"name\":\"Telinha\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-BR\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g\",\"caption\":\"Telinha\"},\"url\":\"http:\/\/54.92.202.131\/por\/438220146359\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Morgan Stanley aposta em \"bottom fishing\" e destaca a\u00e7\u00f5es promissoras no Brasil - Portal Tela (STAGING)","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"pt_BR","og_type":"article","og_title":"Morgan Stanley aposta em \"bottom fishing\" e destaca a\u00e7\u00f5es promissoras no Brasil","og_description":"O Morgan Stanley mant\u00e9m uma posi\u00e7\u00e3o underweight em a\u00e7\u00f5es brasileiras, mas identifica oportunidades de &#8220;bottom fishing&#8221;, que consiste em adquirir ativos a pre\u00e7os baixos. Os estrategistas do banco enfatizam a import\u00e2ncia de selecionar a\u00e7\u00f5es com bom ROE (retorno sobre patrim\u00f4nio l\u00edquido) e avalia\u00e7\u00f5es atrativas. Apesar dos desafios fiscais que o Brasil enfrenta, eles observam que [&hellip;]","og_url":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/","og_site_name":"Portal Tela (STAGING)","article_published_time":"2025-01-22T17:59:12+00:00","author":"Telinha","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Telinha","Est. tempo de leitura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#article","isPartOf":{"@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/"},"author":{"name":"Telinha","@id":"http:\/\/54.92.202.131\/#\/schema\/person\/89d764bb518c9e861868915fca9f0e5d"},"headline":"Morgan Stanley aposta em &#8220;bottom fishing&#8221; e destaca a\u00e7\u00f5es promissoras no Brasil","datePublished":"2025-01-22T17:59:12+00:00","mainEntityOfPage":{"@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/"},"wordCount":318,"publisher":{"@id":"http:\/\/54.92.202.131\/#organization"},"keywords":["Not\u00edcias"],"articleSection":["Brasil","Economia"],"inLanguage":"pt-BR","copyrightYear":"2025","copyrightHolder":{"@id":"http:\/\/54.92.202.131\/#organization"}},{"@type":"WebPage","@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/","url":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/","name":"Morgan Stanley aposta em \"bottom fishing\" e destaca a\u00e7\u00f5es promissoras no Brasil - Portal Tela (STAGING)","isPartOf":{"@id":"http:\/\/54.92.202.131\/#website"},"datePublished":"2025-01-22T17:59:12+00:00","breadcrumb":{"@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#breadcrumb"},"inLanguage":"pt-BR","potentialAction":[{"@type":"ReadAction","target":["http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/"]}]},{"@type":"BreadcrumbList","@id":"http:\/\/54.92.202.131\/economia\/2025\/01\/22\/morgan-stanley-aposta-em-bottom-fishing-e-destaca-acoes-promissoras-no-brasil\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"http:\/\/54.92.202.131\/"},{"@type":"ListItem","position":2,"name":"Morgan Stanley aposta em &#8220;bottom fishing&#8221; e destaca a\u00e7\u00f5es promissoras no Brasil"}]},{"@type":"WebSite","@id":"http:\/\/54.92.202.131\/#website","url":"http:\/\/54.92.202.131\/","name":"Portal Tela (STAGING)","description":"As not\u00edcias mais relevantes do momento na sua Tela, para voc\u00ea.","publisher":{"@id":"http:\/\/54.92.202.131\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"http:\/\/54.92.202.131\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-BR"},{"@type":"Organization","@id":"http:\/\/54.92.202.131\/#organization","name":"Portal Tela","alternateName":"Tela","url":"http:\/\/54.92.202.131\/","logo":{"@type":"ImageObject","inLanguage":"pt-BR","@id":"http:\/\/54.92.202.131\/#\/schema\/logo\/image\/","url":"","contentUrl":"","caption":"Portal Tela"},"image":{"@id":"http:\/\/54.92.202.131\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"http:\/\/54.92.202.131\/#\/schema\/person\/89d764bb518c9e861868915fca9f0e5d","name":"Telinha","image":{"@type":"ImageObject","inLanguage":"pt-BR","@id":"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f4ba3b1e2fe57d2d502b017cfc594704e315e46d7e9d6c2779c4dc57c4d9d143?s=96&d=mm&r=g","caption":"Telinha"},"url":"http:\/\/54.92.202.131\/por\/438220146359\/"}]}},"_links":{"self":[{"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/posts\/3907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/comments?post=3907"}],"version-history":[{"count":0,"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/posts\/3907\/revisions"}],"wp:attachment":[{"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/media?parent=3907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/categories?post=3907"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/54.92.202.131\/api\/wp\/v2\/tags?post=3907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}