2024-08-01 - Informe de Carteras Recomendadas Agosto 2024

En esta oportunidad estamos bajando ponderación en SQM-B desde 17,5% a 15,0% y con dicho porcentaje estamos aumentando ponderación en Vapores desde 15,0% a 17,5%. Bajamos ponderación en SQM-B a pesar que estimamos que el ajuste en el precio de las acciones ya recoge un escenario negativo para el litio donde los aranceles a vehículos fabricados en China, por parte de EE.UU.

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2024-08-01 - Informe de Carteras Recomendadas Agosto 2024

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