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14 handpicked stocks

Brazil Market (US & EU Listed) Investment Strategy

With Brazil's stock market appearing undervalued relative to global peers, a unique opportunity may be present for investors. This basket provides exposure to this theme through US and EU-listed multinational companies with significant business operations in Brazil.

Author avatar

Han Tan | Market Analyst

Published on October 24

Your Basket's Financial Footprint

Aggregated market capitalisation data for the Brazil stock-market basket showing large-cap concentration and full holdings breakdown.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and closer tracking of broad market moves, likely reducing idiosyncratic risk.
  • Suitable as a core holding for diversification rather than a speculative, high-growth allocation.
  • Expect steady long-term appreciation, not explosive short-term gains; growth likely gradual.
Total Market Cap
  • ERJ: $11.77B

  • VALE: $51.22B

  • PBR: $72.97B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Brazil's stock market appears undervalued relative to global peers, creating a unique opportunity for investors. Rather than navigating the complexities of direct access to Brazil's B3 exchange, this approach focuses on globally-listed multinational corporations with substantial economic ties to Brazil. These companies span key sectors from agribusiness and commodities to finance and consumer goods, offering diversified exposure to Brazil's economic potential.

2

What You Need to Know

This group provides simplified access to Brazil's economy through US and EU-listed companies, avoiding the need for specialised platforms. The selection includes firms deeply embedded in Brazil's growth story, from agricultural exporters to financial infrastructure providers. These companies typically have robust governance standards and offer a strategic way to participate in Brazil's potential upside whilst maintaining international market accessibility.

3

Why These Stocks

Each company was handpicked based on their significant revenue or operational footprint in Brazil. The selection captures firms that are either key players within Brazil or critical enablers of its growth, including global agribusiness leaders, financial service providers, and major industrial companies with substantial manufacturing and distribution networks. This curated approach ensures meaningful exposure to Brazil's economic trajectory through established, internationally-traded corporations.

Why You'll Want to Watch These Stocks

🌱

Undervalued Market Opportunity

Brazil's stock market appears undervalued compared to global peers, potentially offering attractive entry points. These globally-listed companies provide exposure to this opportunity without the complexity of direct Brazilian market access.

🏭

Economic Growth Catalysts

From agribusiness giants to financial infrastructure providers, these companies are deeply embedded in Brazil's economic engine. Their performance is closely tied to the nation's growth trajectory and expanding consumer markets.

🎯

Strategic Market Access

Professional analysts have handpicked these companies for their significant Brazilian operations and revenue exposure. It's a curated way to participate in one of Latin America's largest economies through established, internationally-traded corporations.

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

Read Full Insight

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