Embraer: The Brazilian Stock Most Affected By The 50% Tariffs May Surprise

Core Viewpoint - The recommendation is to buy shares of Brazilian aircraft manufacturer Embraer (ERJ), highlighting it as a strong contrarian idea due to the impending 50% tariffs imposed by the US on Brazil starting August 1st, which will significantly impact Embraer [1]. Group 1 - Embraer is identified as the most affected company by the upcoming tariffs, suggesting a potential investment opportunity despite the negative market sentiment [1]. - The analysis is backed by over 5 years of experience in equity analysis in Latin America, indicating a depth of knowledge in the region's market dynamics [1]. - The research aims to provide clients with in-depth insights to facilitate informed investment decisions, emphasizing the importance of thorough analysis in the investment process [1].