Loading...
Publication
Um estudo da rentabilidade do IBOVESPA em comparação ao dólar
| Name: | Description: | Size: | Format: | |
|---|---|---|---|---|
| 1.98 MB | Adobe PDF |
Advisor(s)
Abstract(s)
O objetivo deste trabalho é a análise dos investimentos em ações no Brasil em comparação aos investimentos atrelados ao Dólar, para tanto, foi realizado uma análise da rentabilidade do índice IBOVESPA e confrontada com o índice PTAX no período entre 2010 até 2021. O presente trabalho ainda segue a perspectiva de verificar se o risco incorrido nos investimentos em ações é compensado com os ganhos advindos desta modalidade de investimento em comparação com outros mais conservadores como é o caso de investimentos atrelados ao dólar. Para melhor compreensão desta temática a fundamentação teórica teve como base a evidenciação das principais teorias de mercado de capitais e portifólios bem como a evolução histórica do IBOVESPA que constitui o principal indicador do cenário de investimentos no mercado de ações no Brasil, e ainda os índices de desempenho de ativos. Existem mais de 300 empresas registadas no mercado de ações brasileiro, no entanto, somente 91 empresas estão listadas no IBOVESPA, sendo responsáveis por 80% das negociações transacionadas no mercado de ações no país. Tal fato denota a relevância de estudos voltados para este indicador. Diante do estudo realizado verificou-se uma maior variabilidade do IBOVESPA em relação ao índice do dólar que indica o maior grau de risco deste índice em comparação com o PTAX. O estudo realizado evidenciou que o investimento em dólar foi mais rentável que o investimento em ações do índice IBOVESPA, para o período analisado, mesmo o risco sendo maior para os investimentos em ações do IBOVESPA.
The objective of this work is the analysis of investments in stocks in Brazil compared to investments linked to the Dollar, for that, an analysis of the profitability of the IBOVESPA index was carried out and compared with the PTAX index in the period between 2010 and 2021. The present The work still follows the perspective of verifying if the risk incurred in investments in stocks is compensated with the gains from this type of investment in comparison with other more conservative ones, such as investments pegged to the dollar. For a better understanding of this theme, the theoretical foundation was based on the disclosure of the main theories of capital markets and portfolios as well as the historical evolution of the IBOVESPA that constitutes the main indicator of the scenario of investments in the stock market in Brazil, and also the indexes of asset performance. There are more than 300 companies registered on the Brazilian stock market, however, only 91 companies are listed on the IBOVESPA, being responsible for 80% of the trades transacted on the stock market in the country. This fact denotes the relevance of studies focused on this indicator. In view of the study carried out, there was a greater variability of the IBO-VESPA in relation to the dollar index, which indicates the greater degree of risk of this index in comparison with the PTAX. The study carried out showed that investment in dollars was more profitable than investment in shares of the IBOVESPA index, for the analyzed period, even though the risk was higher for investments in shares of the IBOVESPA.
The objective of this work is the analysis of investments in stocks in Brazil compared to investments linked to the Dollar, for that, an analysis of the profitability of the IBOVESPA index was carried out and compared with the PTAX index in the period between 2010 and 2021. The present The work still follows the perspective of verifying if the risk incurred in investments in stocks is compensated with the gains from this type of investment in comparison with other more conservative ones, such as investments pegged to the dollar. For a better understanding of this theme, the theoretical foundation was based on the disclosure of the main theories of capital markets and portfolios as well as the historical evolution of the IBOVESPA that constitutes the main indicator of the scenario of investments in the stock market in Brazil, and also the indexes of asset performance. There are more than 300 companies registered on the Brazilian stock market, however, only 91 companies are listed on the IBOVESPA, being responsible for 80% of the trades transacted on the stock market in the country. This fact denotes the relevance of studies focused on this indicator. In view of the study carried out, there was a greater variability of the IBO-VESPA in relation to the dollar index, which indicates the greater degree of risk of this index in comparison with the PTAX. The study carried out showed that investment in dollars was more profitable than investment in shares of the IBOVESPA index, for the analyzed period, even though the risk was higher for investments in shares of the IBOVESPA.
Description
Keywords
Investimentos Mercado brasileiro IBOVESPA PTAX Investments Brazilian market