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6 handpicked stocks

Brazil Agribusiness Infrastructure Stocks for 2025

Brazil's economy is moderating but key sectors like agriculture and infrastructure continue to present opportunities for growth. This basket provides exposure through global companies that supply essential equipment, technology, and financial services to the Brazilian market.

Author avatar

Han Tan | Market Analyst

Published on October 22

Your Basket's Financial Footprint

Market capitalisation breakdown for the provided basket, showing total and per-stock market caps.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and returns that track the broad market, reducing idiosyncratic risk.
  • Best positioned as a core holding within a diversified portfolio, not a speculative or high-growth allocation.
  • Expect steady, long-term value appreciation rather than rapid, short-term gains; growth likely moderate, not explosive.
Total Market Cap
  • DE: $124.30B

  • JPM: $816.92B

  • CAT: $245.79B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Brazil's economy is moderating in 2025, but core sectors like agribusiness and infrastructure remain robust. Rather than investing directly in Brazilian markets, this approach captures growth through the global companies that power these essential industries, offering diversified exposure to Brazil's economic story.

2

What You Need to Know

This collection focuses on multinational corporations listed in the US and Europe that have significant operations in Brazil. These companies provide the machinery, technology, and financial services that drive Brazil's key economic sectors, offering international diversification whilst maintaining Brazilian exposure.

3

Why These Stocks

These stocks were handpicked by professional analysts as the essential enablers of Brazil's economy. From agricultural equipment leaders to financial giants and industrial powerhouses, each company plays a critical role in facilitating Brazil's growth across its most important sectors.

Why You'll Want to Watch These Stocks

🌱

Brazil's Growth Engine

These companies power the sectors driving Brazil's economic future. As agribusiness and infrastructure continue to expand, these global enablers are positioned to benefit from sustained demand.

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International Diversification

Gain exposure to Brazil's economic story without the risks of direct domestic investment. These multinational corporations offer stability whilst capturing Brazilian growth opportunities.

Essential Infrastructure Play

From agricultural machinery to financial services, these companies provide the fundamental tools Brazil needs for continued development. Their success is tied to Brazil's long-term economic health.

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

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