Latin American Stocks Are Back on the Map. The Road Could Still Be Bumpy.

Investors poured twice as much into emerging markets in January as in all of 2025, betting on a weaker dollar and hedging U.S. risk.

Barrons • Feb 12, 2026

FLBR: Brazil's Resilience Amid Economic Setbacks

Franklin FTSE Brazil ETF remains attractively valued despite outperforming emerging markets by over 10 percentage points in 2025. FLBR targets mid- and large-cap Brazilian stocks, with an average market cap around $35 billion and a 0.19% management fee. Key performance drivers include strong gains in Brazilian banking stocks like ITUB and BBD, supporting FLBR's resilience.

Seeking Alpha • Dec 24, 2025

FTSE Brazil ETF (FLBR) Hits Fresh 52-Week High

FLBR hits a 52-week high as Brazil's stronger currency and equity rally fuel momentum for the Brazil-focused ETF.

Zacks Investment Research • Dec 3, 2025

FLBR: Still Cheap, But Not As Compelling As Before (Rating Downgrade)

FLBR, which offers cost-efficient access to 71 Brazilian stocks, is up by 22% since we last covered it, but a shift in stance may now be warranted. The Brazilian macroeconomic backdrop is looking quite unsteady with weak GDP trends, steep inflation, high interest rates, tariff pressure, and adverse loan growth appetite. FLBR's dividend yield has declined to around 5% (5-year average is 7.7%), with payout cuts of Brazilian enterprises and potential tax reforms threatening future distributions.

Seeking Alpha • Sep 25, 2025

50% Tariff On Brazilian Products: This Is What You Should Do With Your Brazilian Assets

I recommend holding assets tracking major Brazilian indices despite new US tariffs, given heightened uncertainty and market volatility. Trump's 50% tariff on all Brazilian products will significantly impact Brazil's export-dependent economy, especially in commodities like oil and iron ore.

Seeking Alpha • Jul 11, 2025

FLBR: What Happened In Turkey Could Happen Again In Brazil

I recommend holding the Franklin FTSE Brazil ETF due to improved momentum but caution over potential political volatility. President Lula's declining approval and potential trial of former President Bolsonaro could cause market instability. Despite strong performance, Brazil's macroeconomic issues and political risks warrant a cautious approach.

Seeking Alpha • Mar 25, 2025

FLBR: Why Brazilian Equities Are A Strong Buy

FLBR: Why Brazilian Equities Are A Strong Buy

Seeking Alpha • Jan 7, 2025

FLBR: Skeptical Vision Comes True

Recommend holding Franklin FTSE Brazil ETF due to inflation exceeding targets and increasing complexity in Brazilian investments. The government's spending cut package fell short, raising skepticism about Brazil's public debt trajectory. The Brazilian stock market has reached extremely cheap levels, but with justification.

Seeking Alpha • Dec 2, 2024

FLBR: Skeptical View As Inflation Nears Target

I am downgrading my recommendation to hold the Franklin FTSE Brazil ETF due to deteriorating factors like the dollar and electricity prices in Brazil. Despite Brazilian assets being historically cheap, a new cycle of high interest rates will delay multiple expansions, making the risk/return unattractive. Potential risks include the Fed possibly cutting US interest rates, which could give Brazil's Central Bank room to maintain or cut rates later.

Seeking Alpha • Sep 13, 2024

FLBR: Exaggerated Pessimism Opens Up An Opportunity

Lula's attacks on Central Bank independence led to Brazil's poor performance in emerging markets, but similar speeches in 2023 resulted in a rally.

Seeking Alpha • Jun 30, 2024