Copa do mundo: qual o impacto no mercado financeiro brasileiro?

Há poucos dias da Copa do Mundo, muitos esperam que o evento seja benéfico para os negócios de muitas empresas.

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Assim, em tese, a Copa do Mundo 2022 poderia trazer um avanço nas receitas de varejistas, companhias de saúde e outras.

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Mas afinal, como a realização da Copa do Mundo de fato pode afetar o mercado financeiro brasileiro?

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Na contramão dessa tese, o Bank of America acredita que algumas dessas expectativas podem não se concretizar.

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Segundo o banco, a Copa do Mundo pode não impulsionar as vendas de eletrodomésticos, como muitos estão esperando.

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Assim, o varejo pode não dar o resultado esperado.

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“As TVs tendem a ser itens com margens pequenas e a maior parte da lucratividade vem dos financiamentos ao consumidor”, diz o banco.

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O Bank of America ainda espera “que os horários dos jogos reduzam o tráfego de pedestres nas lojas”.

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Caso isso de fato aconteça, o aumento esperado nas vendas dessas empresas poderia ser mitigado.

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O banco não acredita que a Copa do Mundo vai expandir as vendas de planos de TV por assinatura e internet, algo que é de interesse.

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No setor de saúde, o banco não vê que os procedimentos eletivos caiam de forma relevante na Copa do Mundo.

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A diminuição de processos eletivos poderia impulsionar planos de saúde.).

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Um dos impactos no mercado financeiro que de fato deve ocorrer é a queda no volume de negociações da bolsa.

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Apesar disso, a Copa do Mundo não deve impactar de forma significativa os resultados da B3 (B3SA3).

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Quanto a empresas de bebidas, o BofA enxerga que o evento pode ajudar a incrementar os resultados da companhia.

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Isso se daria pelos jogos estarem sendo disputados, pela primeira vez, durante o verão, com partidas acontecendo às 16h.

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Assim, na visão do banco, alguns setores podem se beneficiar mais do que outros durante a Copa do Mundo, influenciando o mercado financeiro.

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