BRAZ - Views From The Ground: Why Brazil And Why BRAZ? 2025
2025-04-07 13:23:00 ET
Summary
- We see opportunities in Brazil based on depressed valuations, a potential political shift toward more orthodox economic policies, enticing dividend yields, limited local investor equity ownership, and a potential path toward an investment grade credit rating.
- The Global X Brazil Active ETF offers a client friendly structure and looks beyond the benchmark in an attempt to find companies with low leverage, strong management teams, and that we believe can deliver returns above their cost of capital.
- During our time in Brazil, we saw the impact of a weak currency and a government with a plummeting approval rating. However, we also saw reason for optimism and are eager to take advantage of a potential turnaround.
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Views From The Ground: Why Brazil And Why BRAZ? 2025