Tag Archives: Colombia

Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements

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Canada based Frontera Energy Corporation (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF) is focused on oil and natural gas (plus related investments) in Colombia, Ecuador, and Guyana. Recent unrest in parts of Colombia where the Company operates has impacted some operations or exploration efforts there. However, recent Guyana exploration efforts could be … Continue reading →

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Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador

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Calgary based Gran Tierra Energy (TSX: GTE / NYSE: GTE / LSE: GTE) is an independent international exploration and production company with onshore oil production focused in Colombia and Ecuador. Recent earnings and concerns about risk in Colombia have sent share prices downward, but the Company has plenty of long term development opportunities … Continue reading →

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GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom

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Colombia based GeoPark Ltd (NYSE: GPRK / LON: 0MDP / FRA: G6O) is a leading independent Latin American oil and gas explorer, operator and consolidator with exceptional assets across Colombia, Ecuador, Chile and Brazil plus a track record of operational growth. However, GeoPark’s two founders had a messy falling out in 2021 with the ousted Chairman … Continue reading →

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Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance

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Colombia based Tecnoglass (NYSE: TGLS) is the second largest glass fabricator serving the U.S. and the #1 architectural glass transformation company in Latin America. Shares have moved from the single digit level in 2021 to $46.46 as of yesterday’s close as the company has continued … Continue reading →

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Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)

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International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)

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Latin America Slow Descent into Interventionism (Daniel Lacalle)

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The problem? The new governments in Chile and Colombia are announcing policies that resemble those of the “Peronist left” in Argentina and the Fernandez government in Argentina is looking more like Maduro’s Venezuela each day. Chile is expected to post … Continue reading →

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Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)

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A pink wave of leftist governments has swept across Latin America. In recent years, first Mexico, then Argentina, Peru, Chile and Colombia and finally Brazil, have all elected governments with ambitious social agendas and plans for bringing back the state … Continue reading →

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Analysis: Chile’s Sliding Peso Reflects Tough Battle vs Rampaging Dollar (Reuters)

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Chile, the world’s top producer of copper and the No. 2 for electric vehicle battery metal lithium, is also grappling with annual inflation at some 14%, weakening copper prices and a predicted recession, compounding the hit from the strong dollar. … Continue reading →

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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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NOTE: Online retailer Mercado Libre (NASDAQ: MELI) services 18 countries across Latin America and has recently expanded into banking services and cryptocurrency. So Mexico has been extremely strong for quite some time now, very competitive market. We continue to be market leaders. Brazil is still the largest market. It … Continue reading →

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Colombia’s Economy May Yet Catch Up to the Hype (Bloomberg)

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Colombia’s Economy May Yet Catch Up to the Hype (Bloomberg) $ (Non-Paywalled) The country is full of entrepreneurial energy and vibrant businesses but has struggled to achieve robust growth. That could change. [Left-wing president] Petro’s party holds only a small number of seats … Continue reading →

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Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)

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The Colombian unicorn’s alumni are outpacing the PayPal mafia in startup creation. READ MORE

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Colombians Look to Miami as Gustavo Petro’s Election Sparks Capital Flight Fears (Financial Times)

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Real estate companies in Miami have reported a surge in inquiries from Colombians wanting to shift money out of their country and buy property in the US following the victory of Gustavo Petro, the country’s first truly leftwing president, last … Continue reading →

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Analysis – Colombia’s First Leftist Leader Gustavo Petro Targets Inequality; Investors on Edge (Reuters)

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Petro has pledged to fight inequality with free university education, pension reforms and high taxes on unproductive land in the Andean country, where nearly half the population lives in poverty. His proposals – especially a ban on new oil projects … Continue reading →

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How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)

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Although higher inflation is a worldwide phenomenon, for many of the continent’s most disadvantaged even basic foodstuffs have become harder to afford, sparking warnings of nutritional insecurity. Hunger in Latin America and the Caribbean (LAC) reached its highest point since … Continue reading →

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Latin America’s Vicious Circle is a Warning to the West (The Economist)

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Latin America is stuck in a worrying development trap, as our special report this week explains. Its economies have suffered a decade of stagnation or slow growth. Its people, especially the young, who are more educated than their parents, have become frustrated … Continue reading →

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Analysis: Colombia’s Extractive Industries Watching Election Warily (Reuters)

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Colombia’s leftist firebrand presidential candidate Gustavo Petro is too close in recent polls for the comfort of oil companies and miners who worry that his promised policies would imperil Colombia’s economy and energy self-sufficiency, high-ranking industry figures and business associations … Continue reading →

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Colombia – Hernández Surges (Latin America Risk Report Substack)

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The right-wing populist former mayor of Bucaramanga has risen in the polls and could upend the race. READ MORE

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Populist Outsider Shakes up Colombia’s Presidential Election (Financial Times)

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Polls suggest businessman Rodolfo Hernández would pose threat to leftist favourite Gustavo Petro in a run-off. READ MORE (12ft.io Non-Paywall Link)

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How the Colombia Election Could Change Latin America (Financial Times)

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Former guerrilla Gustavo Petro, favourite to win the presidency, wants to rethink the ‘war on drugs’ and restore ties with Venezuela. READ MORE (12ft.io Non-Paywall Link)

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Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)

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An analysis of external portfolio liabilities shows Latin America – historically highly dependent on foreign investors – could be vulnerable as its politics turn to the left. If change is too radical, there is a lot of money that could … Continue reading →

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Latin America: Where to Find Growth in 2019? (Pictet AM)

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Latin America is the only EM region set to do better than last year. We look at the countries with the strongest prospects. LOOK TO LATIN AMERICA FOR ECONOMIC GROWTH Against a challenging backdrop for emerging markets, Latin America is … Continue reading →

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Exchange Rate Predictability in Emerging Markets (Amundi AM)

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This paper will focus on the five most frequently traded Latin American currencies, Brazilian Real (BRL), Chilean Peso (CLP), Colombian Peso (COL), Mexican Peso (MXN) and Peruvian Sol (PEN), during the time horizon from December 2001 until February 2016. The … Continue reading →

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Why Venezuela Can’t Be Like Colombia (RealClear World)

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In 2013, Nicolas Maduro succeeded Hugo Chavez as president of Venezuela. In the ensuing five years, Maduro relied on populism, much like his predecessor did, while driving Venezuela’s economy to ruin. And yet he secured a second term over the … Continue reading →

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Emerging Markets: Why Politics Matter in 2018 (Hermes)

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The global political stage will remain firmly in the spotlight this year. But it’s not just the Trump administration dominating the news flow: emerging markets face a raft of tight and unpredictable elections in the next 12 months. Here we … Continue reading →

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The 5 Best Emerging Markets for 2018 (Kiplinger)

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After finding a decisive bottom in 2016 and rousing to life in 2017, emerging market stocks appear ready to shine again. Here is a look at five emerging markets that look particularly promising in 2018. READ MORE

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The Odebrecht Corruption Scandal Shakes Up Colombia’s Presidential Vote (WPR)

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Having paid out hundreds of millions of dollars in political bribes in order to secure lucrative contracts at home and abroad, the Brazilian construction giant Odebrecht continues to upend politics, lately in Ecuador and Peru. In Colombia, the fallout from … Continue reading →

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Political Reckonings Loom in Pivotal Elections Across Latin America (WPR)

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This year, voters will choose presidents in Brazil, Mexico, Colombia, Paraguay and Costa Rica. Venezuela will also hold a presidential election, or so says President Nicolas Maduro. What is remarkable in the elections in the first three— Brazil, Mexico and … Continue reading →

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5 Major Conservative Victories in Latin America in 2017 (Breitbart)

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Latin American politics for the past decade has been driven by a continental debate on the merits of socialism – a debate that, thanks to the devastating humanitarian situation in Venezuela, conservatives are increasingly poised to win. READ MORE [Adsense-B]

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2017 Global Retail Development Index (ATKearney)

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The Global Retail Development Index 2017 finds that geopolitical instability and the growing power of local and regional competition in emerging markets are forcing global retailers to rethink their strategies. At the top of this year’s Global Retail Development Index … Continue reading →

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Why Could Moody’s Downgrade Colombia’s Credit Rating? (AméricaEconomía)

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Mauro Leos, head of Moody’s for Latin America, told a conference organized by the firm that investors seem not to fully trust the promises of the Colombian government: “I think the risk is that there could be elements that lead … Continue reading →

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Why Trump’s Talk on NAFTA Matters to the Rest of Latin America (Miami Herald)

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Disorderly Venezuela Default on an Argentina scale is Almost Inevitable (FT)

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Ricardo Hausmann, a director of the Center for International Development at Harvard University, has written in the Financial Times that a disorderly Venezuela default, on a scale similar to the Argentina debt default crisis, is almost inevitable. To begin with, … Continue reading →

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Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)

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The Wall Street Journal has a lengthy article about how Justin Leverenz, the Oppenheimer Developing Markets Fund (MUTF:ODMAX)’s manager since May 2007, had chosen emerging market stocks he thought would have the potential for long-term growth and how he would … Continue reading →

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Mexico and Colombia Join ‘Fragile Five’ Emerging Markets (FT)

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According to analysis by JPMorgan Asset Management, Colombia and Mexico have replaced India and Brazil as members of the “fragile five” group of emerging market nations. The two countries, alongside Turkey, South Africa and Indonesia, are seen as the most … Continue reading →

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Is There Progress Fighting Latin American Corruption? (Economist)

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The Economist has noted that two thirds of Latin American countries languish in the bottom half of Transparency International’s “corruption perceptions index” with the following recent events probably leaving investors wondering if corruption in the region will ever be brought under … Continue reading →

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The 15 Most Miserable Emerging Market Economies (Bloomberg)

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Bloomberg has come up with a list of the fifteen most miserable economies (with most being emerging markets) in the world with their 2015 misery index being calculated (using the latest research, private forecasts and survey data) as follows: unemployment … Continue reading →

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Fortune Magazine: Seven Emerging Markets to Invest in Now

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The February 2015 issue of Fortune Magazine has a lengthy article about emerging markets and the BRICS before suggesting that investors take a look at seven other emerging stars to invest in: Colombia, India, Indonesia, Kenya, Malaysia, Mexico and Poland … Continue reading →

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