3 ASX Stocks With Big Global Growth Potential

Global growth doesn’t lift all companies equally. It tends to favour businesses that sit at the centre of trade flows, infrastructure build-outs, and industrial expansion. Some firms benefit because they move goods, some because they supply the materials, and others because they provide the platforms that support modern economies.

On the ASX, three companies stand out for their exposure to these global forces: Goodman Group, Rio Tinto, and Sandfire Resources. Each operates in a different sector, but all are connected to the same underlying theme: growth in trade, industry, data and infrastructure across borders.

Rather than chasing short-term noise, these businesses offer ways to participate in long-term global expansion through real assets, essential materials and scalable platforms.

Goodman Group: Real estate built for a connected world

Goodman Group is often described as a property company, but that label doesn’t fully capture what it does. Its core assets are logistics hubs, industrial parks and large-scale data centre developments. These are the physical foundations of global trade and the digital economy.

Modern commerce depends on efficient storage, fast distribution and reliable data infrastructure. Goods move through warehouses and logistics corridors, while information flows through data centres that support cloud computing, artificial intelligence and digital services. Goodman builds and operates both.

This dual exposure is important. Growth in e-commerce and international trade increases demand for logistics space. At the same time, expansion in cloud services and digital platforms increases demand for data centres. These two trends do not always move in perfect sync, which can help smooth cycles.

Another advantage is scale and partnerships. Goodman regularly works with global pension funds and institutional investors to deliver large projects that smaller developers simply cannot finance or execute alone. That ability to mobilise capital quickly allows it to respond to global demand in a way few competitors can.

For investors, Goodman offers exposure to growth that is physical, structural and repeatable. It is not tied to one country or one industry, but to the infrastructure that supports modern economies as they expand.

Rio Tinto: Industrial growth at global scale

Rio Tinto sits at the opposite end of the value chain. Instead of buildings and platforms, it supplies the raw materials that make growth possible.

Iron ore feeds global steel production. Copper is central to electrification, renewable energy, electric vehicles and grid infrastructure. Aluminium, lithium and other materials support manufacturing, construction and technology. When economies expand, demand for these inputs follows.

Rio’s strength lies in its scale and diversification. It operates some of the world’s largest mining assets and supplies customers across multiple continents. This means it is not dependent on a single market or commodity.

Strategically, the company has been placing greater emphasis on materials linked to long-term structural themes such as electrification and decarbonisation. Copper in particular has become a focus because of its role in power networks, transport and clean energy systems. As infrastructure investment grows globally, copper demand tends to grow with it.

Rio also benefits from being a trusted supplier. Large industrial customers and governments value reliable, high-quality supply chains. That credibility matters when global growth depends not just on demand, but on the ability to deliver at scale.

For investors seeking exposure to global industrial expansion, Rio offers a broad, diversified way to participate in that growth through essential materials rather than consumer trends.

Sandfire Resources: Focused leverage to electrification

Sandfire Resources provides a more concentrated angle on global growth through copper.

Copper is one of the most important metals in the modern economy. It is used in wiring, motors, renewable energy systems, electric vehicles, data infrastructure and industrial machinery. As countries invest in electrification and infrastructure, copper demand rises with them.

Sandfire operates producing assets while also advancing a pipeline of development projects. This combination matters. It allows the company to generate cash from current operations while building optionality for future growth.

Unlike diversified giants, Sandfire offers more direct leverage to the copper theme. Its performance is closely tied to copper demand and project execution, which makes it more sensitive to both upside and downside. But that sensitivity is exactly what attracts investors who want focused exposure to a single global trend.

As electrification, digital infrastructure and industrial expansion continue across regions, copper remains one of the core materials enabling that transformation. Sandfire’s position in this space links it directly to those global forces.

Three different paths to the same theme

Although Goodman, Rio Tinto and Sandfire Resources operate in very different industries, they connect to the same global growth drivers.

Goodman supports the movement of goods and data.
Rio Tinto supplies the materials that build cities, infrastructure and energy systems.
Sandfire provides a key input for electrification and digital infrastructure.

Together, they represent different layers of the global economy: infrastructure, resources and energy transition. This diversity matters because growth does not flow through one channel alone. It moves through supply chains, capital investment, technology and industrial production at the same time.

Why this matters for long-term investors

Global growth is not a straight line. It moves in cycles, phases and waves. But over long horizons, trade, infrastructure and industrial development continue to expand as populations grow, technology advances and economies modernise.

Companies that sit at the structural points of this system tend to benefit repeatedly over time. Not because of hype or trends, but because they provide things the world needs to function and grow.

Goodman provides the space and infrastructure.
Rio provides the materials.
Sandfire provides a critical metal for the next phase of energy and technology development.

A global growth lens, not a short-term trade

These stocks are not about timing market sentiment. They are about positioning within long-term global themes that play out over decades, not months.

For investors thinking in long horizons, exposure to companies aligned with trade flows, infrastructure build-outs and industrial expansion offers a way to participate in global growth without relying on short-term momentum.

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