With Brazil's economic fundamentals improving, the role of large British firms in its market could become more significant for investors. This basket provides exposure to these dynamics through UK-listed multinationals in sectors like energy, mining, and finance with deep Brazilian ties.
Published on October 15
Gain indirect access to Brazil's growing economy through established British multinationals. As South America's largest market strengthens, these companies are positioned to benefit from increased demand and economic activity.
These firms control vast mining and energy operations in Brazil, from oil fields to mineral deposits. As global commodity demand rises, their Brazilian assets could drive significant returns.
Each company has deep-rooted Brazilian operations built over decades. This established presence gives them competitive advantages as Brazil's consumer market and infrastructure continue expanding.
As Brazil's economic fundamentals improve, large British firms with deep South American ties are positioned to benefit. This strategy capitalises on the intricate economic links between the UK and Brazil's largest market, offering indirect exposure to Brazilian growth through established London-listed companies.
This group focuses on FTSE 100 multinationals whose revenues and growth are significantly tied to Brazil. These are large-cap British companies with extensive operations, supply chains, or consumer markets within South America's largest economy, linking their performance to Brazil's economic health.
These companies were handpicked for their substantial Brazilian exposure across key sectors including mining, energy, finance, and consumer goods. Each firm has established operations serving millions of Brazilian households or major resource assets, providing diversified access to this emerging market.
Market capitalisation breakdown for the basket and investor key takeaways.
BP: $87.36B
BHP: $141.52B
UL: $148.99B
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:
+2.47%
On average, analysts expect assets in this group to grow 2.47% over the next year.
5 of 6 assets in this group are rated Buy by professional analysts.
