Brazilian companies are rapidly adopting digital tools to enhance their efficiency and global competitiveness, creating significant market opportunities. This basket offers exposure to US and EU-listed technology leaders that provide the essential software, cloud infrastructure, and cybersecurity services driving this change.
Published on October 28
Brazilian companies are rapidly modernising their operations with cutting-edge technology. This massive shift creates sustained demand for the digital infrastructure and software solutions these global tech leaders provide.
These established technology companies are the backbone of Brazil's corporate transformation. As Brazilian businesses go digital, these firms benefit from increased demand for their cloud, software, and security services.
Brazil's B2B digital transformation isn't a short-term trend - it's a structural shift that will drive demand for enterprise technology for years to come. These companies are positioned at the centre of this opportunity.
Brazilian companies are undergoing a massive digital shift, investing heavily in cloud platforms, enterprise software, and cybersecurity to compete globally. This transformation creates sustained demand for the technology infrastructure that powers modern business operations, positioning global tech leaders as key beneficiaries of Brazil's economic modernisation.
This group focuses on established technology giants listed on US and EU exchanges that provide essential digital tools to Brazilian corporations. These companies offer the foundational platforms - from cloud hosting to customer management systems - that Brazilian businesses need to streamline operations and enhance productivity in today's digital economy.
These stocks were handpicked as the dominant global providers of cloud infrastructure, enterprise SaaS solutions, and cybersecurity services that Brazilian companies rely on for their digital transformation. Each company plays a crucial role in supplying the technology backbone that enables Brazilian businesses to modernise and compete internationally.
Market capitalisation breakdown and concise investor takeaways for the basket.
MSFT: $3.95T
ORCL: $802.21B
SAP: $336.40B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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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:
+23.97%
On average, analysts expect assets in this group to grow 23.97% over the next year.
5 of 5 assets in this group are rated Buy by professional analysts.
