Trump administration proposes 25% tariff on Brazilian goods over unfair trade practices

U.S Trade Representative Jamieson Greer said that the investigation under Section 301 was launched at the direction of U.S. President Donald Trump.

CNBC • Jun 2, 2026

Brazil plans $10 bln Eco Invest auction, eyes foreign investors

Brazil expects to raise 50 billion reais ($9.92 billion) in what will be the most ambitious auction yet under its Eco ​Invest program, focused on developing advanced sustainable technologies in strategic ‌sectors, Rogerio Ceron, executive secretary of the Finance Ministry, told Reuters.

Reuters • May 25, 2026

3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries

Despite a downward trend for several weeks at the beginning of the year, in spring 2026 the S&P 500 has once again shot upward, achieving fresh new all-time highs in the process. Still, even the most bullish investors may be wondering how long the trend can continue, given the prolonged war in Iran and its impacts on the global oil market—not to mention preexisting factors like inflation, aggressive interest rate hikes, and more.

MarketBeat • May 4, 2026

Eyes On Brazilian Assets - Compelling 2026 Opportunity

Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.

Seeking Alpha • May 1, 2026

FLBR: From Worst In The World In 2024 To 2nd Best In 2026 And The Window Remains Open (Rating Upgrade)

I am raising my recommendation on the Franklin FTSE Brazil ETF from hold to buy, citing strong forward drivers. Brazil's 2026 outperformance is driven by election optimism and the market's search for AI-resilient, commodity-sensitive economies. FLBR's valuation is undergoing multiple repricings, with potential upside if P/E multiples converge with emerging market peers.

Seeking Alpha • Apr 16, 2026

Transmission Channels Of The War On Iran To The Brazilian Economy

The ongoing Iran war and Strait of Hormuz blockade have sharply disrupted global energy and fertilizer flows, with Brazil facing acute exposure. Brazil benefits from higher oil prices as a net exporter, but inflation and logistics costs are rising, pressuring domestic fuel and transport sectors.

Seeking Alpha • Apr 1, 2026

Investing In Brazil Through A Local Lens: Beyond The Bull Narrative

Brazilian equities (EWZ, FLBR) face a nuanced bull case driven by foreign capital inflows and anticipated interest rate cuts from 15% to 10.5% by 2027. Despite a 53% BRL rally in the Ibovespa, local investors remain cautious due to persistent fiscal risks, political uncertainty, and low equity risk premiums.

Seeking Alpha • Feb 28, 2026

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