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ブラジル:株式市場が最高値更新、債券市場も堅調

2019年06月25日
    詳細(PDF)を読む日本語, PDF, 833.44KB
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    要点:

    • ブラジルでは株式、債券市場が上昇している。ボベスパ指数は史上最高値を更新。背景は年金改革を中心とする社会保障制度改革への期待感と年後半の利下げ観測
    • 当社運用担当者は社会保障制度改革法案の年内成立を予想。引き続きブラジル株式・債券市場を有望視