XP forecasts Ibovespa to reach 185,000 points by 2026 on falling interest rates

infomoney.com.br (Portuguese)

XP forecasts the Ibovespa index to reach 185,000 points by the end of 2026. This optimistic projection is driven by the anticipated decline in long-term real interest rates in Brazil. The revised target reflects a belief in a strong, ongoing bull market for Brazilian equities, with the country's performance diverging positively from global trends. This outlook is supported by expectations of further multiple expansions in 2026. The article also covers other market news, including potential extraordinary dividends due to tax reform, Petrobras' new business plan, and updates to XP's recommended investment portfolios for December 2025.


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