Which 3 stocks could skyrocket if Brazil retaliates with tariffs on U.S. agricultural exports?
8/3/2025 09:21am
Brazil's potential retaliation against U.S. agricultural exports could create opportunities for stocks in Brazil's agricultural sector. Here are three stocks that might benefit:
1. **JBS SA** ([Link](https://www.ainvest.com/stocks/BR/JBS)): JBS is a leading player in Brazil's agribusiness sector, with significant exposure to the country's agricultural exports. If Brazil retaliates with tariffs on U.S. agricultural goods, Brazilian agricultural products could become more competitive in global markets, potentially increasing demand for JBS's products and boosting its profitability.
2. **Gerdau SA** ([Link](https://www.ainvest.com/stocks/BR/GGBD)): As a major Brazilian manufacturer with operations in the steel and construction sectors, Gerdau could benefit from any shift in global supply chains resulting from U.S.-Brazil trade tensions. Brazilian manufacturers like Gerdau, exposed to U.S. tariffs, face immediate margin pressure but may find opportunities in Asian markets, such as China, which are expanding their infrastructure.
3. **Cargill and Bunge Limited** ([Link](https://www.ainvest.com/stocks/BR/BUN), [Link](https://www.ainvest.com/stocks/BR/CARG)): These agribusiness giants could benefit from Brazil's efforts to diversify its export destinations, including China. As Brazil seeks to reduce its reliance on the U.S. market, companies like Cargill and Bunge, which have strong global presence and are expanding their operations in China, could see increased demand for their products.
Investors should conduct thorough due diligence before investing in any stock, considering factors such as the company's financial health, market position, and ability to navigate the challenges and opportunities arising from the trade tensions.