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

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