Fynsa
Beyond the current economic situation, demand for healthcare services and products continues to be underpinned by very solid structural factors. In this context, the sector combines defensive resilience with a pipeline of sustained structural growth.
Corporate structure, tax incentives and low liquidity explain why debt continues to gain ground over equity.
Brazil's USD fixed income market is not simply experiencing turbulence: it is approaching a structural change that could redefine the country's access to international capital markets.
One study linked market volatility to the beat of popular songs. Fascinating, yes, but also an example of how we see patterns where there are none. The lesson: don't be seduced by short-term correlations and keep your eyes on the horizon.
