2025 is being a great year for several Latin American assets. And the surprise is taking Brazil. Recall that this year was very turbulent with Trump and tariffs. Volatility rarely seen, mainly in the US. To this is added an economy that gives mixed signs, geopolitical tensions that do not yield, and an uncertainty that does not end up disappearing.
In that context, many investors sought new opportunities outside the usual radar. And in Latin America, particularly Brazil, many actions stood out.
Next, I leave the ranking of the 7 actions of Latin America that rose the most so far this year. In fact, they are the only companies in the region that accumulate increases greater than 50%.
It is a Brazilian educational technology company that offers comprehensive solutions for private schools, from digital content to management systems. The market celebrated its operational improvement, income growth and advances towards profitability, in a context where private education in Brazil continues to expand.
- Inter & co (intr) – performance 2025: +72.1%
Brazilian digital bank that continues to gain market share thanks to its integrated financial services strategy. Its user growth and profitability improvement generated enthusiasm among investors that also benefited from the real assessment.
- Tim Brazil (Timb) – Performance 2025: +67.7%
The telecommunications company managed to improve its profitability and operational efficiency, partly thanks to the consolidation of the sector and a healthier competitive environment. The reduction of local rates also improved its financial attraction.
- XP INC (XP) – Performance 2025: +66.7%
XP is one of Brazil’s main investment platforms. With the recovery of the local market and a more expansive monetary policy, XP benefited from higher operational volumes and renewed interest in risk assets.
- Bradesco Bank (BBD) – Performance 2025: +62.1%
One of the largest banks in Brazil, which was very punished in previous years. Starting from a very depressed valuation and with the improvement in the exchange front, it accumulates a strong rise so far this year.
- Electrobras (ELP) – Performance 2025: +54.2%
The largest electricity generation company in Brazil, which managed to show progress in efficiency after its privatization. The market rewarded a lighter cost structure and better profitability prospects. In addition, macro conditions supported the electricity sector.
- OMA (OMA) – Performance 2025: +54.40%
Opera airports in Mexico, and was one of the surprises of the year. The strong recovery of air traffic and rates rise allowed an important leap in income and Ebitda. It is one of the favorites in regional infrastructure.
What indicates this ranking?
The first conclusion is overwhelming: Brazil, this year, is dominating the Latin American rally. Of the seven actions with the best performance, six are Brazilianand the interesting thing is that they do not come from a single sector, but that they cover from banks to telecommunications, energy, fintech and education.
This performance is not accidental. The Brazilian real one showed more than 10% against the dollar so far this year, thanks to the monetary policy rate of Brazil, which has already reached 14.75%, more than 9 points above inflation.
In addition, the ETF EWZ, which follows the Brazilian share market, adds more than 25% in dollars in the year, which positions it among emerging ETFs with better global performance.
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In short, this ranking leaves us a clear reading: Brazil returned to the map center for global investors. The combination of a real strong and still reasonable valuations gave impulse to several actions.
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Note: The material contained in this note should not be interpreted under any point of view as an investment council or recommendation for the purchase or sale of a particular asset. This content has only educational ends and represents only an opinion of the author. In all cases it is advisable to advise with a professional before investing.
Source: Ambito
David William is a talented author who has made a name for himself in the world of writing. He is a professional author who writes on a wide range of topics, from general interest to opinion news. David is currently working as a writer at 24 hours worlds where he brings his unique perspective and in-depth research to his articles, making them both informative and engaging.
