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The iShares MSCI Brazil ETF (NYSEARCA:EWZ) is the reflex trade for U.S.
Allspring Global Investments Holdings LLC increased its stake in iShares MSCI Brazil ETF (NYSEARCA:EWZ) by 12,304.8% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,119,561 shares of the exchange traded fund's stock after acquiring an additional 3,094,413 shares during the period. Allspring Global
I reiterate a buy rating and strong preference for the Franklin FTSE Brazil ETF over iShares MSCI Brazil ETF. FLBR offers greater diversification, a higher dividend yield (5.77% vs. 3.78%), and a lower expense ratio (0.19% vs. 0.59%). FLBR is more aligned with the Brazilian equities thesis: commodity exposure, hard asset sensitivity, and attractive valuation (8x earnings vs. EWZ's 8.5x).
Brazil's ethanol and sugar producers on Thursday despaired at the imposition of new 25% tariffs on Brazilian goods by the U.S. government, lamenting a rollback in cooperation between the two countries.
Luke Lango highlights AI's toll roads
The setup for iShares MSCI Brazil ETF (NYSEARCA:EWZ) in 2026 only looks obvious in hindsight. Brazil's central bank spent much of last year holding the Selic at 15%, one of the highest real rates in the world, and has now started cutting with a cautious 25-basis-point move. EWZ is up roughly 11% year to date... EWZ Could Be 2026's Sleeper Trade, If Brazil's Rate Cuts Don't Get Derailed
Brazil's Agriculture Ministry has adjusted export controls for meat and derivatives to meet European Union antimicrobial usage requirements, aiming to prevent a suspension of shipments to the bloc starting in September.
Although not uniform across the region, a number of Latin American equity markets have outperformed the S&P 500 year to date (YTD). Emerging markets in Peru, Colombia, Brazil, and elsewhere have all beaten the S&P's 9% YTD returns, thanks to a combination of factors, including higher prices for certain commodities, growing AI-related demand for outputs such as copper, lithium, and nickel, and favorable company valuations.