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11 handpicked stocks

Brazil Global Trade (US & EU Listed Companies)

Brazil's significant trade surplus highlights the global demand for its commodities, which can influence its economic trajectory. This basket provides exposure to US/EU-listed multinational companies involved in the production, processing, and transportation of key Brazilian exports.

Author avatar

Han Tan | Market Analyst

Published on October 27

Your Basket's Financial Footprint

Summary of market capitalisation and investor key takeaways for the provided basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility and increases correlation with broad market performance.
  • Treat this basket as a core, long-term holding rather than a speculative, high-growth play.
  • Likely to deliver steady, long-term value rather than rapid, short-term gains.
Total Market Cap
  • BG: $19.10B

  • ADM: $29.75B

  • BHP: $143.35B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Brazil's robust trade surplus reflects strong global demand for its agricultural products and minerals. This creates opportunities in the multinational companies that form the backbone of Brazil's export infrastructure, from commodity trading to logistics and industrial equipment.

2

What You Need to Know

These are established multinational corporations listed on US and EU exchanges, providing exposure to Brazil's economic growth without direct emerging market risk. The companies span agribusiness, mining, and logistics sectors that are essential to Brazil's trade ecosystem.

3

Why These Stocks

Each company was selected for its significant role in Brazil's supply chain infrastructure. These firms either source from Brazil, facilitate its exports, or provide essential services to its commodity sectors, making them direct beneficiaries of Brazil's export-led growth.

Why You'll Want to Watch These Stocks

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Global Trade Powerhouse

Brazil's trade surplus continues to grow, driven by insatiable global demand for its commodities. These companies are the essential infrastructure making it all happen.

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Supply Chain Champions

From farm to port to global markets, these multinational giants control the critical links in Brazil's export machine. When Brazil thrives, they benefit directly.

Established Market Leaders

These aren't speculative plays - they're proven multinational corporations with decades of experience in Brazil's commodity sectors and strong competitive positions.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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