
There are some impressive businesses on the ASX that are growing rapidly in Australia, but they’re currently limited to the local market. I think the big opportunities are with ASX shares that have their sights on the global economy, where there’s a lot more growth potential.
Some of the ASX’s best long-term performers such as Pro Medicus Ltd (ASX: PME) and Aristocrat Leisure Ltd (ASX: ALL) have become as large as they are by successfully expanding overseas.
The two ASX share investments below are ones to watch (and buy) in my book with $2,000.
Breville Group Ltd (ASX: BRG)
Breville is one of the world’s largest coffee machine businesses, owning a number of brands, including Breville, Safe, Lelit, Baratza, and its coffee bean business, Beanz.
I think the FY25 result demonstrated the company’s ability to deliver solid compounding growth. Revenue, net profit and the dividend all increased by more than 10%, which was solid in my view.
The 25% decline of the Breville share price since January makes it look like a much cheaper buy. There are tariff headwinds for the business in FY26, but it’s rapidly working to shift manufacturing for the American market to Mexico, which should lessen the headwind.
I don’t believe the tariffs will be a long-term headwind for the business, making it an appealing buy at this cheaper valuation, in my opinion. Management expects that US products (representing 80% of gross profits dollars) will be manufactured outside of China by the end of the FY26 first half.
On the purely positive side, Breville’s expansion into new geographic markets, such as the recent additions of China and the Middle East, gives the company more avenues for growth.
According to the forecast on CMC Markets, the ASX share is trading at less than 27x FY27’s estimated earnings, which I’m calling good value given its long-term growth potential.
Betashares Global Quality Leaders ETF (ASX: QLTY)
There are plenty of great businesses listed outside of the ASX share market. The ASX only accounts for around 2% of the global stock market, so I strongly believe it’s a good idea to get exposure to those companies too.
While there are many thousands of businesses we could invest in overseas, I’d only advocate for investing in the best or most exciting names.
The QLTY ETF looks to invest in the 150 highest-quality global stocks. Those names are chosen for the portfolio based on four factors: a high return on equity (ROE), good cash flow generation, stable earnings and low debt levels.
When you put those elements together, only the very best names will make it into the portfolio, in my view.
The investment process is clearly working well so far because the QLTY ETF has returned an average of 14.6% per year since it was started in November 2018. Past performance is not necessarily a reliable indicator of future performance, but I think this fund is capable of delivering average annual returns in excess of 10% per year over the long term because of its pure focus on quality holdings.
The post 2 incredible ASX shares I’d buy with $2,000 right now appeared first on The Motley Fool Australia.
Should you invest $1,000 in Breville Group Limited right now?
Before you buy Breville Group Limited shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Breville Group Limited wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
* Returns as of 18 November 2025
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Motley Fool contributor Tristan Harrison has positions in Breville Group and Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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