As Brazil's e-commerce market expands and its economy grows, the demand for advanced logistics and supply chain solutions is becoming increasingly critical. This basket offers potential exposure to US and EU-listed companies providing the technology and infrastructure for warehouse automation, global freight, and supply chain management.
Published on October 29
Brazil's online shopping market is exploding, creating massive demand for the logistics infrastructure these companies provide. This growth story is just getting started.
These aren't just any logistics companies - they're the global giants that Brazil needs to modernise its supply chains. Their expertise is irreplaceable and highly valuable.
Brazil is upgrading its entire logistics backbone, from warehouse robotics to freight management. These companies are the ones making it happen, positioning them for significant growth.
Brazil's rapidly expanding e-commerce market and growing economy are creating massive demand for modern logistics infrastructure. Global companies with proven technology and expertise are best positioned to capture this opportunity, providing the sophisticated solutions that local firms struggle to match.
This group focuses on international leaders listed on US and EU exchanges, offering exposure to Brazil's infrastructure modernisation without direct emerging market risk. These companies provide essential services that are difficult to replicate locally, from enterprise software to global freight networks.
Each company was selected for its critical role in Brazil's supply chain transformation. They represent leaders in supply chain software, global shipping giants, and warehouse automation pioneers - all essential components for building Brazil's more efficient and competitive logistics backbone.
Market capitalisation breakdown for the basket 'What's Driving The Future of Brazilian Logistics & Supply Chain?'. Large-cap constituents dominate the total market cap.
SAP: $334.84B
ORCL: $800.59B
CAAP: $3.57B
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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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On average, analysts expect assets in this group to grow 44.59% over the next year.
4 of 4 assets in this group are rated Buy by professional analysts.
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:
+44.59%
