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5 handpicked stocks

Global Small-Caps (Brazilian Economy Linked) Basket

Brazilians may find opportunities to access high-growth international innovators capitalizing on the countrys economic trends. This basket offers exposure through US and EU-listed small-cap companies with significant operations, sales, or supply chains linked to Brazil.

Author avatar

Han Tan | Market Analyst

Published on October 14

Your Basket's Financial Footprint

Summary of market capitalisation for the provided basket, noting concentration among top holdings and implications for investors.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and closer tracking to broader markets, implying generally reduced downside risk.
  • Best used as a core allocation within a diversified portfolio, not as a short-term speculative trade.
  • Anticipate steady, long-term value growth rather than rapid, short-term explosive gains.
Total Market Cap
  • LND: $379.63M

  • LVRO: $175.32M

  • NEXA: $741.66M

  • Other

About This Group of Stocks

1

Our Expert Thinking

This strategy combines international diversification with familiar economic connections. By investing in global small-cap companies that have significant operations, sales, or supply chains linked to Brazil, investors can access high-growth international innovators whilst maintaining exposure to Brazil's economic trends and development story.

2

What You Need to Know

These are smaller, agile companies listed on US and European exchanges that have tangible connections to Brazil's key industries like agriculture and mining. This approach offers geopolitical diversification whilst capturing growth from companies integral to Brazil's economic landscape, though small-cap investing carries higher risk.

3

Why These Stocks

Each company was selected for its meaningful connection to Brazil's economy - whether through local operations, significant revenue generation, or as key suppliers to Brazilian industries. These handpicked stocks represent emerging innovators positioned to capitalise on Brazil's development whilst offering international market exposure.

Why You'll Want to Watch These Stocks

🌎

Global Innovation Meets Local Growth

These international companies are perfectly positioned to benefit from Brazil's economic expansion whilst offering you exposure to global innovation and growth trends beyond domestic markets.

Small-Cap Growth Potential

Smaller, agile companies often move faster than large corporations, potentially offering greater growth opportunities as they capitalise on Brazil's development in key sectors like agriculture and renewable energy.

🎯

Strategic Diversification Play

This unique approach gives you international market exposure whilst maintaining a connection to Brazil's familiar economic story - the best of both worlds for strategic portfolio diversification.

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

Read Full Insight

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