Telefonica Brasil: Still Attractive After H1 Rally, But Lower Rates Needed For More

I cover global equities with a sharp focus on emerging markets and under-the-radar opportunities. My work appears on Seeking Alpha, TipRanks, and GuruFocus, and I’ve previously contributed to TheStreet. My goal is simple: deliver deep, actionable insights that go beyond the usual headlines and help investors navigate complex markets with greater confidence.Analyst’s Disclosure:I/we have a beneficial long position in the shares of VIV either through stock ownership, options, or other derivatives. I wrote thi ...