Brazil's significant trade surplus highlights the global demand for its commodities, which can influence its economic trajectory. This basket provides exposure to US/EU-listed multinational companies involved in the production, processing, and transportation of key Brazilian exports.
Published on October 27
Brazil's trade surplus continues to grow, driven by insatiable global demand for its commodities. These companies are the essential infrastructure making it all happen.
From farm to port to global markets, these multinational giants control the critical links in Brazil's export machine. When Brazil thrives, they benefit directly.
These aren't speculative plays - they're proven multinational corporations with decades of experience in Brazil's commodity sectors and strong competitive positions.
Brazil's robust trade surplus reflects strong global demand for its agricultural products and minerals. This creates opportunities in the multinational companies that form the backbone of Brazil's export infrastructure, from commodity trading to logistics and industrial equipment.
These are established multinational corporations listed on US and EU exchanges, providing exposure to Brazil's economic growth without direct emerging market risk. The companies span agribusiness, mining, and logistics sectors that are essential to Brazil's trade ecosystem.
Each company was selected for its significant role in Brazil's supply chain infrastructure. These firms either source from Brazil, facilitate its exports, or provide essential services to its commodity sectors, making them direct beneficiaries of Brazil's export-led growth.
Summary of market capitalisation and investor key takeaways for the provided basket.
BG: $19.10B
ADM: $29.75B
BHP: $143.35B
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.
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8 of 11 assets in this group are rated Buy by professional analysts.
