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11 handpicked stocks

Brazil Agricultural Stocks Explained | US/EU Exposure

As Brazil's agricultural exports reach new records, Brazilians may seek ways to participate in the global value chain supporting this growth. This basket offers exposure to US and EU-listed firms providing the technology, equipment, and services crucial to Brazil's agribusiness success.

Author avatar

Han Tan | Market Analyst

Published on October 28

Your Basket's Financial Footprint

Interpretation of provided basket market capitalisation and investor takeaways.

Key Takeaways for Investors:
  • Large-cap dominance generally means lower volatility and closer tracking of broader markets, reducing idiosyncratic stock risk.
  • Appropriate as a core, long-term holding for diversification; not ideal for speculative, high-growth allocation.
  • Tends to deliver steady long-term appreciation; unlikely to produce frequent explosive short-term gains.
Total Market Cap
  • DE: $129.24B

  • CNH: $13.55B

  • AGCO: $8.12B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Brazil is a global agricultural powerhouse, producing massive quantities of soy, sugar, and coffee. Rather than investing directly in Brazilian farms, this group focuses on the international companies that make this success possible. These are the machinery makers, biotechnology firms, and commodity traders that form the backbone of Brazil's agricultural value chain.

2

What You Need to Know

This basket offers exposure to Brazil's agricultural boom through established US and EU-listed companies. It includes world leaders in farm equipment, crop science, and commodity trading. These firms benefit from Brazil's continued agricultural expansion whilst offering the stability and transparency of developed market listings.

3

Why These Stocks

Each company was selected for its critical role in supporting Brazilian agriculture. From the tractors that harvest the crops to the seeds that maximise yields, these firms are essential partners in Brazil's agricultural success. They represent a way to participate in one of the world's most important farming economies through proven global leaders.

Why You'll Want to Watch These Stocks

🌱

Global Food Security Focus

As the world's population grows, Brazil's role as a food supplier becomes increasingly vital. These companies are positioned at the heart of feeding the planet.

🚜

Technology-Driven Growth

Modern agriculture relies on cutting-edge machinery and biotechnology. These firms are leading the innovation that's transforming how food is produced globally.

📈

Riding Brazil's Agricultural Boom

Brazil's agricultural exports continue reaching new records. These companies benefit directly from this growth as essential partners in the value chain.

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

Read Full Insight

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