http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 20 Jul 2026 07:27:45 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Morgan+Stanley+sees+emerging+catalysts+across+Latin+America/26787012.html <p>Investing.com -- Morgan Stanley said catalysts are starting to emerge across Latin America as global investor positioning in emerging markets remains low relative to recent history. Global investor positioning in emerging markets fell by about 21 basis points in May but appears to be recovering.</p><p>The bank said inflation volatility and debate over Federal Reserve policy direction keeps emerging markets in limbo. Morgan Stanley expects no rate hikes in 2026, contrary to market expectations.</p><p>In Brazil, Morgan Stanley said lower inflation and a slowing late-cycle economy could support lower interest rates. The bank maintains an overweight rating on Brazilian equities, noting that http://www.streetinsider.com/General+News/Morgan+Stanley+sees+emerging+catalysts+across+Latin+America/26787012.html Mon, 20 Jul 2026 07:27:45 -0400 EWW EWZ http://www.streetinsider.com/General+News/Morgan+Stanley+sees+emerging+catalysts+across+Latin+America/26787012.html <p>Investing.com -- Morgan Stanley said catalysts are starting to emerge across Latin America as global investor positioning in emerging markets remains low relative to recent history. Global investor positioning in emerging markets fell by about 21 basis points in May but appears to be recovering.</p><p>The bank said inflation volatility and debate over Federal Reserve policy direction keeps emerging markets in limbo. Morgan Stanley expects no rate hikes in 2026, contrary to market expectations.</p><p>In Brazil, Morgan Stanley said lower inflation and a slowing late-cycle economy could support lower interest rates. The bank maintains an overweight rating on Brazilian equities, noting that http://www.streetinsider.com/General+News/Morgan+Stanley+sees+emerging+catalysts+across+Latin+America/26787012.html Mon, 20 Jul 2026 07:27:45 -0400 EWW EWZ http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html <p>Investing.com -- Brazil's IGP-DI inflation reached 0.87% month-over-month in May 2026, according to a Citi report released Tuesday. The figure came in above market expectations of 0.79% and followed a 2.4% monthly increase in April. The year-over-year rate now stands at 2.5%, up from 0.8% in April.</p><p>The wholesale component rose 0.95% month-over-month in May, down from 3.1% in April. The agricultural wholesale subcomponent remained flat at 0.0% compared to 1.0% the previous month, while the industrial wholesale subcomponent increased 1.3%, down from 3.8%. The consumer component rose 0.6% in May from 0.9% in April, and the construction component posted 0.9%, http://www.streetinsider.com/General+News/Citi+sees+Brazil+inflation+above+forecast%2C+Mexico+CPI+surprises+lower/26622145.html Tue, 09 Jun 2026 10:52:09 -0400 CX EWW EWZ ILF KOF NU PBR VALE http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Previews+Next+Week+Economic+Data%3A+%27We+believe+core+inflation+will+be+0.2%25%27/26610112.html <p>Wells Fargo Previews Next Week Economic Data: 'We believe core inflation will be 0.2%'</p><p>The analyst comments "U.S. inflation is showing renewed upward pressure, with our expectations for May CPI to rise 0.5% and the year‑over‑year rate pushing to 4.2%, largely driven by an 8% surge in energy goods and firmer food prices. We believe core inflation will be 0.2% as goods stabilize and services stay broadly steady outside of pockets like airfares. In the Eurozone, inflation is broadening more decisively, with high three‑month annualized rates and firming pressures across both services and goods likely prompting the ECB to begin a http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Previews+Next+Week+Economic+Data%3A+%27We+believe+core+inflation+will+be+0.2%25%27/26610112.html Fri, 05 Jun 2026 13:07:09 -0400 EWZ SPY http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Previews+Next+Week+Economic+Data%3A+%27We+believe+core+inflation+will+be+0.2%25%27/26610112.html <p>Wells Fargo Previews Next Week Economic Data: 'We believe core inflation will be 0.2%'</p><p>The analyst comments "U.S. inflation is showing renewed upward pressure, with our expectations for May CPI to rise 0.5% and the year‑over‑year rate pushing to 4.2%, largely driven by an 8% surge in energy goods and firmer food prices. We believe core inflation will be 0.2% as goods stabilize and services stay broadly steady outside of pockets like airfares. In the Eurozone, inflation is broadening more decisively, with high three‑month annualized rates and firming pressures across both services and goods likely prompting the ECB to begin a http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Previews+Next+Week+Economic+Data%3A+%27We+believe+core+inflation+will+be+0.2%25%27/26610112.html Fri, 05 Jun 2026 13:07:09 -0400 EWZ SPY http://www.streetinsider.com/Options/iShares+MSCI+Brazil+%28EWZ%29+spreader+of+June+40%2C+July+39+and+43+calls+as+share+price+up+1%25/26491700.html <p>iShares MSCI Brazil (NYSE: EWZ) iShares MSCI Brazil (EWZ) 30-day option implied volatility is at 31; compared to its 52-week range of 22 to 41. Call put ratio 22 calls to 1 put with a focus on a spreader of June 40, July 39 and 43 calls as share price up 1%.</p><p> </p> http://www.streetinsider.com/Options/iShares+MSCI+Brazil+%28EWZ%29+spreader+of+June+40%2C+July+39+and+43+calls+as+share+price+up+1%25/26491700.html Thu, 14 May 2026 10:09:30 -0400 EWZ http://www.streetinsider.com/Options/iShares+MSCI+Brazil+%28EWZ%29+17K+contracts+of+May+37+puts+trade+/26488671.html <p>iShares MSCI Brazil (NYSE: EWZ) 30-day option implied volatility is at 32; compared to its 52-week range of 22 to 41. Call put ratio 2.2 calls to 1 put with a focus on 17K contracts of May 37 puts amid share price pull back.</p> http://www.streetinsider.com/Options/iShares+MSCI+Brazil+%28EWZ%29+17K+contracts+of+May+37+puts+trade+/26488671.html Thu, 14 May 2026 05:11:17 -0400 EWZ http://www.streetinsider.com/General+News/Jefferies%3A+Credit+Trends+and+Bank+Dispersion+Define+Brazil%27s+Week/26465424.html <p>Investing.com -- Payroll loans, asset quality and profitability gaps dominated discussion of Brazilian banks last week, according to Jefferies, with credit trends emerging as the central concern as expectations for rate cuts diminish.</p><p>Regulatory measures intended to control payroll loan supply may produce unintended consequences, Jefferies noted. Specialized lenders could respond by offering unsecured loans to top up payroll credit limits at higher spreads. Unsecured lending rates in the INSS segment can exceed payroll rates by more than four times, creating incentive for such shifts.</p><p>The private payroll segment has grown from approximately 40 billion Brazilian reals to approximately 102 billion reals http://www.streetinsider.com/General+News/Jefferies%3A+Credit+Trends+and+Bank+Dispersion+Define+Brazil%27s+Week/26465424.html Mon, 11 May 2026 08:01:31 -0400 EWZ http://www.streetinsider.com/General+News/Bank+of+America+expects+Brazil+growth+to+slow+despite+positive+first+quarter+data/26450301.html <p>Investing.com -- Brazil's industrial production rose 0.1% in March on a seasonally adjusted monthly basis, according to Bank of America analysts, marking a slowdown from February's 0.9% expansion but exceeding forecasts that anticipated a 0.9% contraction.</p><p>The yearly comparison showed industrial production increased 4.3%, up from a 0.7% decline in the previous month. Bank of America noted that three additional business days in March 2026 compared to March 2025 partially explained the strong annual growth rate. Momentum reached 1.0%, compared to 0.3% in February.</p><p>All four main industrial categories posted monthly gains. Capital goods grew 0.6%, intermediate goods expanded 0.5%, and consumption http://www.streetinsider.com/General+News/Bank+of+America+expects+Brazil+growth+to+slow+despite+positive+first+quarter+data/26450301.html Thu, 07 May 2026 09:59:58 -0400 EWZ http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html <p>Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.</p><p>Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.</p><p>Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according http://www.streetinsider.com/General+News/Passive+Funds+Resume+EM+Inflows+in+April%2C+Taiwan+and+Brazil+Lead+says+Morgan+Stanley/26438600.html Wed, 06 May 2026 06:49:36 -0400 EWT EWZ PBR TSM http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html <p>Investing.com -- Bank of America surveyed 23 investors between April 22-29 regarding sentiment toward the Brazilian healthcare sector, revealing a sharp rebound in positioning alongside selective conviction across individual companies.</p><p>Overweight positioning in Brazilian healthcare jumped to 77% from 39% in the fourth quarter of 2025, according to the survey results. Investors are rotating toward companies with perceived quality and visibility rather than seeking broad sector exposure.</p><p>Competitive intensity, particularly from Amil, remains a central concern among surveyed investors, disproportionately affecting Hapvida while also raising questions for SulAmerica. Valuations and lack of clear catalysts continue to constrain a more bullish sector stance.</p><p>Rede http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html Mon, 04 May 2026 06:20:33 -0400 BRAZ EWZ FLBR http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html <p>Investing.com -- Bank of America surveyed 23 investors between April 22-29 regarding sentiment toward the Brazilian healthcare sector, revealing a sharp rebound in positioning alongside selective conviction across individual companies.</p><p>Overweight positioning in Brazilian healthcare jumped to 77% from 39% in the fourth quarter of 2025, according to the survey results. Investors are rotating toward companies with perceived quality and visibility rather than seeking broad sector exposure.</p><p>Competitive intensity, particularly from Amil, remains a central concern among surveyed investors, disproportionately affecting Hapvida while also raising questions for SulAmerica. Valuations and lack of clear catalysts continue to constrain a more bullish sector stance.</p><p>Rede http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html Mon, 04 May 2026 06:20:33 -0400 BRAZ EWZ FLBR http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html <p>Investing.com -- Bank of America surveyed 23 investors between April 22-29 regarding sentiment toward the Brazilian healthcare sector, revealing a sharp rebound in positioning alongside selective conviction across individual companies.</p><p>Overweight positioning in Brazilian healthcare jumped to 77% from 39% in the fourth quarter of 2025, according to the survey results. Investors are rotating toward companies with perceived quality and visibility rather than seeking broad sector exposure.</p><p>Competitive intensity, particularly from Amil, remains a central concern among surveyed investors, disproportionately affecting Hapvida while also raising questions for SulAmerica. Valuations and lack of clear catalysts continue to constrain a more bullish sector stance.</p><p>Rede http://www.streetinsider.com/General+News/Bank+of+America+Survey+Shows+Healthcare+Sector+Optimism+Rising/26420528.html Mon, 04 May 2026 06:20:33 -0400 BRAZ EWZ FLBR