Brazil's economy may benefit from a significant increase in private infrastructure spending, aimed at modernizing everything from ports to power grids. This basket offers exposure to US and EU-listed engineering, technology, and logistics companies that are positioned to support these large-scale projects.
Published on October 9
Brazil is launching one of the most ambitious infrastructure modernisation programmes in Latin America. These companies are positioned to capture significant opportunities from this multi-billion transformation.
These aren't just any companies - they're established multinational giants with proven track records in delivering complex infrastructure projects worldwide, now focused on Brazil's growth story.
From modernising ports and power grids to upgrading transportation networks, these companies span the essential infrastructure sectors that will drive Brazil's next phase of economic development.
Brazil is launching an ambitious infrastructure modernisation plan targeting transportation, energy, and sanitation. This creates significant opportunities for global companies with the expertise to design, build, and operate these large-scale projects that will enhance Brazil's economic competitiveness.
This group focuses on US and EU-listed companies positioned to benefit from Brazil's infrastructure boom. These are established multinational firms involved in the entire project lifecycle, from financing and planning to construction and long-term operation of critical facilities.
These companies were handpicked for their strategic positioning in Brazil's development story. They include global engineering leaders, advanced technology providers for power grids, logistics operators, and financial institutions that fund capital-intensive infrastructure projects.
Market capitalisation breakdown for the basket 'Investing in Global Infrastructure for Brazil's Future | 2025'.
BIPC: $5.89B
CAAP: $2.87B
UGP: $4.53B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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:
+8.79%
On average, analysts expect assets in this group to grow 8.79% over the next year.
4 of 9 assets in this group are rated Buy by professional analysts.
