The evolution of inflation facilitates communication in the face of an imminent cut in the central bank's TPM.
To the reduction of political-institutional risks and highly discounted valuations, we can now add the expectation of aggressive monetary easing going forward.
During the first half of the year, we have seen a recovery in this asset, with historically low vacancy rates and an increase in rental prices.
The government is preparing targeted measures to stimulate demand, but its room for maneuver is limited.