Walmart: An Actual Defensive Buy During Weak Economic Conditions

Group 1 - The article discusses the impact of macroeconomic events on market behavior and investment strategies, emphasizing a blend of top-down and bottom-up approaches [1] - The investment strategy involves identifying strong economies and sectors likely to perform well, followed by focusing on quality companies with solid momentum [1] - The analyst is regulated in Brazil and has five years of experience in the investment field, with an MBA in Macroeconomics and Portfolio Management [1] Group 2 - The analyst plans to rebalance their portfolio and initiate a position in Walmart (WMT) next week [2]