The recently signed EU-Mercosur trade agreement may unlock new growth opportunities by strengthening economic ties between Brazil and Europe. This basket offers exposure to these trends through leading European industrial, luxury, and resource companies that are key players in the EU-Brazil trade relationship.
Published on October 16
The EU-Mercosur agreement represents decades of negotiations finally coming to fruition. This landmark deal could reshape trade flows and create new opportunities for companies already established in both markets.
These companies already have Brazilian operations and supply chains in place. When trade barriers fall, they're positioned to capitalise immediately rather than scrambling to enter new markets.
This isn't about speculative plays - these are established European giants with proven track records. Their success in Brazil could accelerate as trade conditions improve and market access expands.
The EU-Mercosur trade agreement creates a historic opportunity for European companies already active in Brazil. By reducing tariffs and simplifying trade processes, this partnership could unlock significant growth for firms positioned to capitalise on strengthened economic ties between Europe and Latin America's largest economy.
This group focuses on established European leaders across industrial machinery, luxury goods, and resources sectors. These companies have existing Brazilian operations and supply chains, making them well-positioned to benefit from improved trade conditions and reduced barriers to commerce.
Each company was selected based on their strategic presence in Brazil and potential to benefit from enhanced EU-Brazil trade flows. These are established market leaders whose revenues and growth prospects could be positively influenced by the evolving economic partnership between the two regions.
Interpretation of provided stock basket market capitalization for retail investors, focusing on dominance and investor takeaways.
AMZN: $2.30T
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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:
+12.59%
On average, analysts expect assets in this group to grow 12.59% over the next year.
1 of 1 assets in this group are rated Buy by professional analysts.
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