Model Portfolios
News
Contact
  • Our ETFs
  • Insights
  • How to Invest
  • About Us
  • Why Brazil? Why BRAZ?

    May 16, 2024

    View all W. Malcolm Dorson's ArticlesW. Malcolm DorsonW. Malcolm DorsonView all Trevor Yates's ArticlesTrevor YatesTrevor Yates

    Preview

    We believe Brazil presents one of the most attractive cyclical opportunities in emerging markets, if not the world. In our view, the country stands out as a rich backdrop for investors, due to its large and diverse economy, abundant natural resources, growing consumer market, infrastructure development, and skilled workforce. Near term, we think that prospects are further brightened by attractive valuations and a monetary policy loosening cycle. We believe that investors should balance valuation multiples with a company’s prospects for both earnings growth and reinvestment rates, and we see many attractive opportunities for stock picking in Brazil. The Global X Brazil Active ETF’s (BRAZ) approach seeks out companies that are likely to benefit from both bottom-up and structural tailwinds, with moats helping them standout from competition, management teams aligned with minority shareholders, and clear near- and long-term catalysts, exhibiting growth at a reasonable price characteristics. View the full report here.



    Related ETF

    BRAZ – Global X Brazil Active ETF

    Click the fund name above to view current performance and holdings. Holdings are subject to change. Current and future holdings are subject to risk.

     

     

    Share
    Save PDF
    Category:International Access
    Topics:
    Brazil,
    Emerging Markets,
    Infrastructure Investment

    RELATED ARTICLES

    America’s Infrastructure Report Card in 2025: Still Behind, Still Underfunded

    Views From the Ground: Why Brazil and Why BRAZ? 2025

    Views From the Ground: Argentina

    Emerging Market Equities: Assessing Potential Exposure