With Brazil's stock market appearing undervalued relative to global peers, a unique opportunity may be present for investors. This basket provides exposure to this theme through US and EU-listed multinational companies with significant business operations in Brazil.
Published on October 24
Brazil's stock market appears undervalued compared to global peers, potentially offering attractive entry points. These globally-listed companies provide exposure to this opportunity without the complexity of direct Brazilian market access.
From agribusiness giants to financial infrastructure providers, these companies are deeply embedded in Brazil's economic engine. Their performance is closely tied to the nation's growth trajectory and expanding consumer markets.
Professional analysts have handpicked these companies for their significant Brazilian operations and revenue exposure. It's a curated way to participate in one of Latin America's largest economies through established, internationally-traded corporations.
Brazil's stock market appears undervalued relative to global peers, creating a unique opportunity for investors. Rather than navigating the complexities of direct access to Brazil's B3 exchange, this approach focuses on globally-listed multinational corporations with substantial economic ties to Brazil. These companies span key sectors from agribusiness and commodities to finance and consumer goods, offering diversified exposure to Brazil's economic potential.
This group provides simplified access to Brazil's economy through US and EU-listed companies, avoiding the need for specialised platforms. The selection includes firms deeply embedded in Brazil's growth story, from agricultural exporters to financial infrastructure providers. These companies typically have robust governance standards and offer a strategic way to participate in Brazil's potential upside whilst maintaining international market accessibility.
Each company was handpicked based on their significant revenue or operational footprint in Brazil. The selection captures firms that are either key players within Brazil or critical enablers of its growth, including global agribusiness leaders, financial service providers, and major industrial companies with substantial manufacturing and distribution networks. This curated approach ensures meaningful exposure to Brazil's economic trajectory through established, internationally-traded corporations.
Aggregated market capitalisation data for the Brazil stock-market basket showing large-cap concentration and full holdings breakdown.
ERJ: $11.77B
VALE: $51.22B
PBR: $72.97B
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:
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+31.45%
On average, analysts expect assets in this group to grow 31.45% over the next year.
11 of 14 assets in this group are rated Buy by professional analysts.
