Brazil's rapid expansion in solar and wind power presents a significant theme for its economic and environmental progress. This basket offers exposure to this trend through US and EU-listed global companies that supply technology or are major consumers of clean energy within Brazil.
Published on October 22
Brazil's massive shift from hydropower to solar and wind creates unprecedented opportunities for technology suppliers and corporate adopters in this rapidly expanding market.
With national renewable energy policies driving large-scale project developments, global companies providing essential components are positioned to benefit from this long-term growth trend.
These companies have established footholds in Brazil's energy transition, giving them competitive advantages as the country accelerates its clean energy adoption and diversifies its power sources.
Brazil is rapidly transforming its energy landscape, moving beyond traditional hydropower to embrace solar and wind technologies. This shift creates significant opportunities for international companies that supply essential renewable energy components and technology to support Brazil's ambitious clean energy goals.
This group focuses on global companies listed in the US and EU that are positioned to benefit from Brazil's renewable energy expansion. These firms either manufacture critical technology like wind turbines and solar equipment, or are major corporations investing in clean energy for their Brazilian operations.
These companies were handpicked based on their strategic involvement in Brazil's energy transition. They represent key players in the renewable energy supply chain and major corporate consumers driving demand for clean power infrastructure in one of Latin America's largest markets.
Market capitalisation breakdown for the basket focused on Brazil's renewable energy suppliers and adopters.
VALE: $51.22B
MT: $32.48B
BAK: $1.04B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+57.33%
On average, analysts expect assets in this group to grow 57.33% over the next year.
3 of 5 assets in this group are rated Buy by professional analysts.
