# Latam assets may receive a trade-war boost, investors say

> Investors said Latin American assets may benefit from the trade war because the region was mostly spared from Trump's tariffs. The report describes rising investor interest in the region.

- Date: 2025-04-04 · published 2025-04-04T12:00:00.000Z
- Category: trade · region Latin America · magnitude low
- Page: https://feedsoft.ai/events/6028-latam-assets-may-receive-a-trade-war-boost-investors-say
- Commodities: [Brazilian Real (BRL per USD)](https://feedsoft.ai/c/USDBRL.md)

## Why it matters

If tariffs fall more heavily on other economies, trade and capital may be redirected toward Latin America, supporting regional currencies and asset prices. The effect on agricultural commodity prices is limited in this report.

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| USDBRL | 2025-04-04 | 1 | +3.6% | 5.5 | Investor reports of Latin American assets benefiting from being spared tariffs point to inflows and sentiment support for BRL on the day of the move. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| USDBRL | 2020-10-19 | [Real up as Brazil, U.S. reinforce trade ties; China data lifts mood \| Financial Post](https://feedsoft.ai/events/50837-real-up-as-brazil-u-s-reinforce-trade-ties-china-data-lifts-mood-financial-post.md) | -0.2% | -4.0% |
| USDBRL | 2019-08-26 | [USA vs China: Latin American currencies suffer with the trade war - LatinAmerican Post](https://feedsoft.ai/events/57817-usa-vs-china-latin-american-currencies-suffer-with-the-trade-war-latinamerican.md) | +0.3% | +1.6% |
| USDBRL | 2018-01-16 | [For US Soybean Growers, Trade War Is Here](https://feedsoft.ai/events/66856-for-us-soybean-growers-trade-war-is-here.md) | -0.4% | +2.4% |
| USDBRL | 2025-04-03 | [Brazil may emerge as winner from sweeping US tariffs, economists say \| Reuters](https://feedsoft.ai/events/6026-brazil-may-emerge-as-winner-from-sweeping-us-tariffs-economists-say-reuters.md) | +6.2% | -0.7% |
| USDBRL | 2022-11-03 | [Brazil moves closer to China corn exports as Beijing approves traders \| Reuters](https://feedsoft.ai/events/14886-brazil-moves-closer-to-china-corn-exports-as-beijing-approves-traders-reuters.md) | +0.1% | +1.3% |

## Sources

- reuters.com: https://www.reuters.com/markets/latam-assets-may-receive-trade-war-boost-investors-say-2025-04-04/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.