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

  • The recent 20% drop in shares reflects fear, not fundamentals, creating an opportunity for investors who are truly informed about the case. 50% tariffs are threatening, but the company may be able to secure exceptions, as has happened in previous agreements. Embraer's strategic presence in the US could mitigate the impact. There appears to be no intention to harm the companies.