Brazil is undertaking a massive multi-billion dollar overhaul of its water systems to improve public health and the environment for millions. This basket offers exposure to global leaders in water technology, pumps, and infrastructure that may be positioned to support this nationwide upgrade.
Published on October 23
Brazil's water infrastructure overhaul aims to serve nearly 100 million people by 2033, creating a multi-billion dollar market for global technology leaders.
These companies supply the advanced filtration, smart metering, and engineering expertise that Brazil's modernisation effort simply cannot do without.
This isn't a short-term project but a decade-long commitment backed by new regulatory frameworks and significant public-private investment partnerships.
Brazil's commitment to universal water access by 2033 represents one of the largest infrastructure opportunities in Latin America. This massive undertaking requires advanced technology, engineering expertise, and equipment that global leaders are uniquely positioned to provide through public-private partnerships.
This group focuses on international companies listed on US and EU exchanges that supply critical water infrastructure technology. These firms specialise in filtration systems, smart metering, pumps, and engineering services essential for large-scale water projects across emerging markets.
These companies were selected for their proven expertise in water technology and infrastructure development. They represent global leaders in sanitation solutions, from treatment systems to project management, positioning them to capture significant value from Brazil's multi-billion dollar modernisation effort.
Analysis of basket market capitalisation for Investing in Brazil's Water and Sanitation Sector | Global Tech
SBS: $16.52B
XYL: $35.83B
PNR: $17.84B
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:
+35.62%
On average, analysts expect assets in this group to grow 35.62% over the next year.
5 of 5 assets in this group are rated Buy by professional analysts.
