# Brazil Stock Guide

> Brazil Stock Guide is a financial journalism and market intelligence publication focused on Brazil, combining original reporting, market analysis and context for global investors.

## Latest articles

- [Moll Family Formalizes Succession Plan, Strengthens Paulo Moll’s Authority at Rede D’Or](https://brazilstockguide.com/insights/rede-dor-moll-family-paulo-moll-succession/) (2026-10-16): Twenty-year agreement sets governance and succession rules for Brazil’s largest private healthcare group, with restrictions on heirs’ voting rights and family share transfers.
- [Bikes of Contention](https://brazilstockguide.com/insights/the-bike-wars-sao-paulo-cycling-rules/) (2026-10-16): Like the automobile in the 20th century, the bicycle arrived before the rules. Now the city is catching up.
- [iFood CEO says company built an internal AI system to help executives make decisions](https://brazilstockguide.com/insights/ifood-internal-ai-system-executive-decisions-diego-barreto/) (2026-10-16): Brazilian delivery platform says proprietary AI is increasingly shaping management decisions as the company expands beyond food delivery.
- [Hot PPI Fans Inflation Worries, but Warsh Fuels Global Equity Rebound](https://brazilstockguide.com/wake-up-call/hot-ppi-fans-inflation-worries-but-warsh-fuels-global-equity-rebound/) (2026-10-16): Producer prices rose more than expected in September, intensifying concerns about sticky inflation a day after a stronger-than-forecast core consumer price reading rattled markets. Headline producer prices increased 1...
- [Could Petrobras Be Worth R$1 Trillion? Investors Are Starting to Do the Math](https://brazilstockguide.com/insights/could-petrobras-be-worth-r1-trillion-investors-are-starting-to-do-the-math/) (2026-10-16): After reaching a record R$800 billion market capitalization, Brazil’s state-controlled oil giant would need to gain another 25% to hit an unprecedented milestone. Rising production, stronger oil prices and shifting ex...
- [Brava Energia finds natural gas in onshore well in Potiguar Basin](https://brazilstockguide.com/insights/brava-energia-finds-natural-gas-in-onshore-well-in-potiguar-basin/) (2026-10-16): The company identified a gas-bearing reservoir at a depth of 2,230 meters in northeastern Brazil, but further studies are needed to determine the size of the accumulation and its production potential.
- [Vorcaro’s Ties to Metrópoles May Help Explain the Dirty Media War Against Itaú](https://brazilstockguide.com/behind-the-lines/vorcaro-metropoles-itau-media-war-editorial-influence/) (2026-10-15): A R$20 million advertising deal and messages revealing the Banco Master owner’s editorial influence raise questions about the interests behind a sustained media offensive against Brazil’s largest private-sector bank.
- [Eneva Secures R$1.78 Billion Investment From Itaú](https://brazilstockguide.com/insights/eneva-secures-r1-78-billion-investment-from-itau/) (2026-10-15): Brazilian lender increases its stake in Eneva III while the power producer retains all common shares and secures a buyback option
- [Itaú Agrees to Buy 35% Stake in Prisma Capital](https://brazilstockguide.com/insights/itau-agrees-to-buy-35-stake-in-prisma-capital/) (2026-10-15): Brazil’s largest private bank is expanding into alternative investments through a capital injection in the R$28 billion asset manager, with founders retaining control
- [Grupo Globo fires Frederic Kachar after conversations with Daniel Vorcaro are revealed](https://brazilstockguide.com/insights/grupo-globo-fires-frederic-kachar-after-conversations-with-daniel-vorcaro-are-revealed/) (2026-10-15): Messages reveal sponsorship negotiations, requests for news coverage and close ties to the former owner of Banco Master; executive leaves company after 29 years
- [Grupo Globo demite Frederic Kachar após divulgação de conversas com Daniel Vorcaro](https://brazilstockguide.com/insights/grupo-globo-demite-frederic-kachar-apos-divulgacao-de-conversas-com-daniel-vorcaro/) (2026-10-15): Mensagens revelam negociações de patrocínios, pedidos de reportagens e proximidade com ex-controlador do Banco Master; executivo deixa empresa após 29 anos.
- [Global Stocks Sink as AI Trade Unwinds; Bonds Draw Safe-Haven Bid](https://brazilstockguide.com/wake-up-call/global-stocks-sink-as-ai-trade-unwinds-bonds-draw-safe-haven-bid/) (2026-10-15): Global equities sold off sharply as investors abandoned the artificial-intelligence trade that has driven this year’s rally, rotating into government bonds in a flight to safety that left technology shares bearing the...
- [Latache rejects terms of Oncoclínicas debt restructuring, favors court-supervised process](https://brazilstockguide.com/insights/latache-rejects-terms-of-oncoclinicas-debt-restructuring-favors-court-supervised-process/) (2026-10-14): Asset manager says proposed terms are overly favorable to creditors, has no seats on the board and questions the direction of the Brazilian cancer care provider’s financial restructuring.
- [Brazil’s Fund Industry Is Changing, but Concentration Persists](https://brazilstockguide.com/behind-the-lines/brazil-asset-management-industry-market-concentration/) (2026-10-14): Independent asset managers are gaining ground on banks, yet the ten largest firms still control more than two-thirds of assets under management.
- [Brazil Critical Minerals Employ 129,000, ANM Data Shows](https://brazilstockguide.com/insights/brazil-critical-minerals-employ-129000-anm-data-shows/) (2026-10-14): Strategic minerals account for 57% of mining employment as rare-earth exploration permits jump 485.4% between 2021 and 2025
- [Brazil to auction Itaqui fertilizer terminal with R$64 million in planned investment](https://brazilstockguide.com/insights/brazil-itaqui-port-fertilizer-terminal-auction/) (2026-10-14): The 25-year lease covers a terminal with annual handling capacity of 1 million tonnes, while bidding rules include restrictions aimed at preventing market concentration.
- [Nubank CEO envisions 1 billion customers across 100 countries with just 5,000 employees](https://brazilstockguide.com/insights/nubank-ceo-1-billion-customers-100-countries-5000-employees/) (2026-10-14): David Vélez outlines an ambitious vision for global expansion, betting on artificial intelligence and low operating costs to transform the Brazilian digital bank into a global financial powerhouse.
- [Embraer to Acquire 51% Stake in India’s Novavayu Aerospace](https://brazilstockguide.com/insights/embraer-to-acquire-51-stake-in-indias-novavayu-aerospace/) (2026-10-14): Brazilian planemaker signs investment agreement with Mahindra Group as it expands its industrial presence in India's aerospace and defense market
- [Ambipar targeted in dealings by Banco Master partners, police-obtained messages show](https://brazilstockguide.com/insights/ambipar-banco-master-vorcaro-quadrado-police-messages/) (2026-10-14): Messages obtained by Federal Police reveal discussions between Daniel Vorcaro and Maurício Quadrado involving Ambipar shares, with potential gains exceeding R$1 billion.
- [Bradesco provides R$ 50 million loan to restore degraded farmland](https://brazilstockguide.com/insights/bradesco-provides-r-50-million-loan-to-restore-degraded-farmland/) (2026-10-14): Ten-year financing agreement with Novapec covers more than 3,000 hectares in Mato Grosso under the government's Eco Invest program.

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