Onde investir com a queda na cotação do dólar?

Com a queda do dólar e o fortalecimento do real após as eleições presidenciais 2022, os investidores se perguntam: onde investir?

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Tanto na alta quanto na baixa do preço do dólar, diversas oportunidades podem ser aproveitadas pelo investidor.

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Com o dólar mais fraco perante ao real, alguns ativos brasileiros se tornam mais atrativos para investir. Veja quais.

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Com a queda na cotação do dólar, diversas ações de empresas podem se beneficiar, dependendo do setor que atuam.

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Com o dólar barato, a tendência é que empresas que importam produtos possam aumentar sua margem de lucro.

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Os BDRs representam ações de empresas estrangeiras, como os EUA, mas cotadas em real.

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Com dólar caindo, os BDRs podem ser mais atrativos ao investidor, que pode investir em grandes empresas estrangeiras.

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Os COEs permitem exposições em derivativos de renda fixa e variável, incluindo câmbio, ativos e índices.

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Os COEs podem ter uma garantia mínima de retorno, o que favorece o investidor nas grandes quedas do mercado.

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Os retornos ao investidor dos fundos cambiais estão relacionados de forma direta com a variação do dólar.

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Quando o dólar cai, mas a perspectiva é de alta no futuro, o cenário se torna propício para investir em fundos cambiais.

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A queda do dólar beneficia o setor imobiliário, sobretudo com o material de construção se tornando mais barato.

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A baixa do dólar estimula a construção, beneficiando FIIs que constroem e lucram com a venda dos ativos.

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Assim, o investidor pode proteger seu capital e ainda ter retornos interessantes na alta e na queda do dólar.

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Com essas opções para investir na queda do dólar, pode-se avaliar ativos para incluir no portfólio, conforme sua estratégia.

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