Latin American Agricultural Exporters Poised to Gain if US-China Trade Tensions Escalate

The threat of new US tariffs on Chinese goods is sending ripples through global agriculture. If Chinese buyers look beyond American farms for soy, corn, and beef, some Latin American exporters may find themselves in the spotlight.

Três Tentos Agroindustrial S/A (BOVESPA:TTEN3) is a Brazilian agribusiness operator with an integrated model across farm inputs, grain trading, and industrial processing. The company has a market cap of around R$5.5 billion and revenue of about R$17.3 billion.

Minerva (BOVESPA:BEEF3) is another key player in the Latin American agricultural exporters theme, supplying chilled, frozen, and processed meat to customers worldwide, including China. The company's market cap is roughly R$3.9 billion, and it generated about R$54.5 billion in revenue.

Cresud Sociedad Anónima Comercial Inmobiliaria Financiera y Agropecuaria (BASE:CRES) gives investors exposure to the Latin American Agricultural Exporters theme through its large-scale production of soybeans, corn, wheat, sugarcane, and cattle across Argentina and the wider region.