Bullish Opportunities in Brazil
The opportunity in global equities is becoming clearer by the day.
After a long period of underperformance and being overlooked, markets outside the U.S. are starting to look attractive again — even if many investors remain skeptical.
This shift is showing up in the flow of capital.
Lately, money has been rotating into Emerging Markets — some of the riskiest regions in the world.
Within that landscape, Latin America is gaining attention, and Brazil in particular is emerging as a standout opportunity,
Brazil's equity market mirrors its resource-driven economy, with Materials, Energy, and Financials leading the charge.
Beneath the surface, a growing group of fintech and speculative tech names is quietly gaining traction,
It's a surprisingly diversified opportunity set.
The MSCI Brazil ETF $EWZ is now breaking out above a 15+ year downtrend line.
