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Tag Archives: Latin America
CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock
Toronto based CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF) is focused on the exploration of oil in the Guyana-Suriname Basin and the development of a deep-water port in Berbice, Guyana. However and despite having an oil joint venture with larger Canadian group Frontera Energy Corporation (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF), CGX Energy … Continue reading
Posted in Commodities, EMS Analysis, Latin America, Stocks
Tagged Guyana, Latin America
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Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements
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
Posted in Commodities, EMS Analysis, Latin America, Stocks
Tagged Colombia, Guyana, Latin America
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Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador
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
Posted in Commodities, EMS Analysis, Latin America, Stocks
Tagged Colombia, Ecuador, Latin America
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Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America
Mexico based Vista Energy (NYSE: VIST / FRA: 1CIA / BMV: VISTAA)’s main asset in Argentina is the largest shale oil and shale gas play under development outside North America. Shares have risen from the $3 level in 2021 to the $20 level as of May 2023. The WSJ recently mentioned the stock in an … Continue reading
Posted in Commodities, EMS Analysis, Latin America, Stocks
Tagged Argentina, Latin America, Mexico
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GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom
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
Posted in Commodities, EMS Analysis, Latin America, Stocks
Tagged Colombia, Latin America
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Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance
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
Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank
Banco Santander-Chile (NYSE: BSAC), part of the Santander group and majority controlled by Santander Spain, is the largest bank in Chile by loans and the second largest by deposits. The bank just reported earnings on Friday. However, some of the funds (who own its shares) we cover in our Tuesday posts … Continue reading
Betterware de Mexico (NASDAQ: BWMX): Mexico’s Direct Selling Powerhouse With Big Expansion Plans
Betterware de Mexico (NASDAQ: BWMX) is Mexico’s leading Direct-to-Consumer (bypassing retailers, wholesalers, other middlemen, etc.) company focused on creating innovative products that solve specific needs regarding organization, practicality, space-saving and hygiene within the household. The Company plans to further expand its asset-light model in the USA, … Continue reading
Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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What it Looks Like When a Country Doesn’t Trust its Banks (VOX)
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Countries Compete to Lure Manufacturers From China (WSJ)
Posted in China, Frontier / Emerging Market News, India, Latin America, Southeast Asia
Tagged Asia, Cambodia, China, East Asia, India, Latin America, Mexico, Philippines, SE Asia, South Asia, Vietnam
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Latin American Tech Startups Scramble After SVB Collapse (Reuters)
Posted in Frontier / Emerging Market News, Latin America, Startups
Tagged Latin America
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Investors Told Latin American Startups to Bank with SVB. Then It Collapsed (Rest of World)
Posted in Frontier / Emerging Market News, Latin America, Startups
Tagged Latin America
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Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Colombia, Latin America
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Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Latin America, Mexico
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Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Latin America, Mexico
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[Investor Stories] Jonathan Whittle (Quona) on Why and When it Pays to Become a Bank, Parallels to Previous Bust… (Emerging Markets Enthusiast Podcast)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America
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5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Latin America
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Enaex – LATAM Stocks Investment Analysis #12 (LATAM Stocks)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Chile, Latin America
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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)
Posted in Frontier / Emerging Market News, Latin America, Stocks, Technology
Tagged Latin America
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EMs With Stronger Fundamentals Should See Inflows (Capital Group)
Posted in Africa, Eastern Europe, Fund Manager News & Research, Middle East
Tagged Africa, Brazil, Eastern Europe, Latin America, Mexico, Middle East
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Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Latin America
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Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (Zero Hedge)
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)
Posted in China, Frontier / Emerging Market News, India, Latin America, Southeast Asia, Startups, Stocks, Technology
Tagged Asia, China, East Asia, India, Latin America, Mexico, SE Asia, South Asia, Vietnam
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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)
Posted in Corruption, Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Latin America
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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)
Posted in China, Currencies, Fund Manager News & Research, India, Latin America
Tagged Asia, China, East Asia, India, Latin America, South Asia
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Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)
Posted in Corruption, Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Latin America
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International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Colombia, Latin America
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Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Argentina, Brazil, Chile, Latin America, Peru, Venezuela
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Emerging Markets Debt: Springtime in January? (Barings)
Posted in China, Eastern Europe, Fund Manager News & Research, India, Latin America, Southeast Asia
Tagged Asia, Brazil, Croatia, East Asia, Eastern Europe, Hungary, India, Indonesia, Latin America, Mexico, Philippines, Poland, Romania, Thailand
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Panama to Shut Down First Quantum’s Giant Copper Mine (Mining.com)
The move, unusual among Latin American countries, came after First Quantum (TSX: FM) missed a Wednesday night deadline to ink a new royalty deal that has been in the works since September 2021. The company says it has invested around $10 … Continue reading
Posted in Commodities, Frontier / Emerging Market News, Latin America
Tagged Latin America, Panama
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Key Themes for Latin America in 2023 (S&P Global)
The region’s economy will grow more slowly in 2023; recession risks are increasing. Lower inflation will allow central banks to begin easing monetary policy in the second half of the year. Solid external positions will mitigate the risk of sharp … Continue reading
Mexico’s President Likely to Leave Big Projects Unfinished (AP)
Meanwhile, an oil refinery — and a string of planned industrial parks — don’t have a natural gas supply. And a government internet-for-all scheme has spent hundreds of millions of dollars without even matching private service coverage. López Obrador admits … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)
U.S. Commerce Secretary Gina Raimondo said in September a $52.7 billion U.S. bill known as the Chips Act would also create “significant opportunities” for Mexico in the energy and water-intensive semiconductor industry. But according to interviews with over a dozen … Continue reading
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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Peru – Points on the Political Crisis (Latin America Risk Report Substack)
The paradox that Peru currently faces is that its political system is too broken to fix itself. No politician is popular in Peru. The public hates them all. If a new presidential election were held today, the field would be … Continue reading
Are Peru’s Exports In Jeopardy As Social Unrest Worsens? (Zero Hedge)
There are increasing concerns in the South American country that instability could spark trade disruptions at major ports. On Monday, Bloomberg titled a note called “Peru’s Political Unrest Puts Global Fruit Supplies in Jeopardy.” However, Rabobank International’s David Magana spoke … Continue reading
Latin America Slow Descent into Interventionism (Daniel Lacalle)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Chile, Colombia, Latin America
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Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
Amundi’s Upadhyaya is focusing on the currencies of high-yielding emerging market countries that have balanced current accounts and smaller budget deficits, including the Brazilian real, Peruvian sol= and Indian rupee. Some emerging markets offer attractive yield even adjusted for inflation. … Continue reading
Posted in Bonds, Currencies, Frontier / Emerging Market News, India, Latin America
Tagged Asia, Brazil, India, Latin America, Peru, South Asia
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Latin America and the Coming Global Debt Crisis (Latin America Risk Report Substack)
Global Poor Lose Services as Developing Countries Face Higher Debt Payments (WSJ) $ and Defaults Loom as Poor Countries Face an Economic Storm (NYT) Despite not being the epicenter of the crisis, Latin American countries face payment crises, political backlash, … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Cristina Fernández May Not Go to Jail But Verdict Upends Argentina’s Politics (Guardian)
But on Tuesday she was sentenced to six years in prison in a verdict, which if upheld on appeal, will also ban her from holding public office for the rest of her life.Fernández immediately announced that she would not run … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Analysis: Peru Markets Take in Political Drama as Investors Focus on Fundamentals (Reuters)
“You have fairly high credit ratings – on the back of low debt to GDP ratio – a high level of international reserves, a large share of debt in local currency, a current account deficit almost fully covered by foreign … Continue reading
Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
My view is that investors should embrace a more targeted approach by picking specific countries or, at the very least, invest in funds run by people who will do that active allocation between countries in an intelligent fashion. Mobius and Templeton spring to mind.I … Continue reading
Posted in Fund Manager News & Research, India, Investing Tips, Latin America, Southeast Asia
Tagged Asia, Brazil, Chile, India, Indonesia, Latin America, Mexico, Peru, SE Asia, South Asia
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Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)
Conservative politicians backed by a wealthy agricultural sector cement their presence in Congress, churches and commerce despite right-wing President Bolsonaro’s election loss Come Jan. 1, about 65% of senators who will take office will either be allied to Mr. Bolsonaro … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)
Mexican telecommunications giant America Movil (AMXL.MX) kicked off the trend late last year when its shareholders approved the spinoff of its cell tower business. Conglomerate Alfa (ALFAA.MX) did the same, with its investors approving a plan in July to distribute its stake in subsidiary Axtel (AXTELCPO.MX) to existing Alfa shareholders. Then, … Continue reading
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Latin America, Mexico
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Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Chile, Colombia, Latin America, Mexico, Peru
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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
China is by far the largest emerging market, representing about one-third of the Emerging Market Index. But its economy is suffering self-harm: a severe response to the COVID pandemic and a crackdown on technology companies, which are seen as a … Continue reading
Posted in China, Fund Manager News & Research, India, Latin America
Tagged Asia, Brazil, China, East Asia, India, Latin America, South Asia
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Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
MarketVector’s Steven Schoenfeld says there are ways to mitigate risk, but investors need to “look under the hood” to see how these ETFs are constructed. They focus on operational risk and “watch what they do, not what they say.” Schoenfeld … Continue reading
Posted in ETFs, Investing Tips
Tagged Asia, Brazil, East Asia, Latin America, SE Asia, South Korea, Vietnam
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Mapping the Region’s Ideological Landscape (Latin America Risk Report Substack)
Mapping the region’s ideological landscape (Latin America Risk Report Substack)
Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)
Agribusiness leaders contributed the lion’s share of financing for President Jair Bolsonaro’s re-election campaign, underscoring his close ties with farm interests, while his leftist challenger relied almost exclusively on public party funding.Individual donors contributed nearly 80% of Bolsonaro’s campaign funds, … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)
In the last few years, Brazil has seen a crowding-in of the private sector. In the financial system, government-controlled banks had the largest share of loans, but that percentage has dropped in recent years, and the private sector has moved … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
The American Chamber of Commerce in Shanghai’s latest survey of hundreds of US firms in the Asian country found a near doubling of respondents over the past year that are cutting investment. Michael Every, the global strategist at Rabobank, recently outlined … Continue reading
Posted in China, Frontier / Emerging Market News, India, Latin America, Middle East
Tagged Asia, Brazil, China, East Asia, India, Latin America, Middle East, South Asia, Turkey
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How Much?! The Absurdity of Inflation in Argentina – Photo Essay (The Guardian)
Cash is virtually worthless, it’s cheaper to cover walls with peso bills than to buy wallpaper, and simple shopping trips turn into expeditions to find the best deals … Photographer Irina Werning captures the chaos. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Relaxed Financial Markets Look at Lula’s Comeback (Amundi)
On equities, we expect the Brazilian equity market to rise under any final election outcome, due to various factors. Firstly, we believe the fiscal situation – a key element of Brazil’s financial stability – to be neither good nor catastrophic under either … Continue reading
Outlook On Emerging Markets (Lazard AM)
The stronger US dollar, higher inflation, and tighter financial conditions weighed on emerging markets equities in the third quarter. Looking ahead, we are watching elections in Brazil and the National Communist Party Congress in China in October for signs of policy direction. We believe … Continue reading
Posted in China, Fund Manager News & Research, Latin America
Tagged Asia, Brazil, China, East Asia, Latin America
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Emerging Markets Interesting for Income Right Now (FT Advisor)
The different economic trajectory of many emerging market economies makes them an interesting place for equity income investing right now, says Jacob de Tusch-Lec, manager of the Artemis Global Income fund. He also finds emerging markets to be interesting right now. … Continue reading
Latin America Faces a Third Shock as Global Financial Conditions Tighten (IMF)
Growth momentum continues but scarcer and costlier financing will slow the region’s economies, while inflation remains high. Commodity exporters—South American countries, Mexico and some Caribbean economies—are likely to see their growth rates halved next year, as lower commodity prices amplify … Continue reading
Chile Has Outperformed Other Emerging Markets and the S&P 500 This Year. Here’s How (CNBC)
Our lists: Chile ADRs, Chile ETFs and Chile Closed-End Funds. The iShares MSCI Chile exchange-traded fund (ECH) is up more than 3% year to date, while the U.S. benchmark S&P 500 is down more than 20% — officially trading in … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Chile, Latin America
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Volatility Storm Adds to Pain for Chile’s Battered Markets (Bloomberg via Yahoo)
The last few months of white-knuckle trading in Chilean assets, on a par with the most unstable of its emerging-market peers, is erasing the final traces of the country’s reputation as the most stable of Latin America. Mario Castro, a … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Chile, Latin America
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Brazil: A Nation Divided | FT Film (Financial Times)
NOTE: This short 25 minute film from the Financial Times is the closest thing to an objective overview you can expect from English language media concerning the Brazil elections. FT Brazil bureau chief Bryan Harris travels the nation to look … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Analysis: Chile’s Sliding Peso Reflects Tough Battle vs Rampaging Dollar (Reuters)
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
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Chile, Colombia, Latin America
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The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)
Edward Moya, senior market analyst at Oanda: “There’s a lot that’s wrong with the Brazilian economy, [however] some of its exports are still heavy in demand. There has been some benefit for soy and soft commodities. There are still a lot … Continue reading
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America, Mexico
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Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)
I created an External Vulnerability Measure based on the IMF’s reserve adequacy score. This version has three inputs: reserve adequacy with respect to exports, short-term debt (the latter is the Greenspan-Guidotti ratio), and the current account. The measure has Turkey, Chile, … Continue reading
Posted in Currencies, Eastern Europe, Frontier / Emerging Market News, Latin America, Middle East
Tagged Argentina, Asia, Chile, Eastern Europe, Hungary, Latin America, Middle East, Turkey
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Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)
Those eyeing his comeback are split into two camps: locals who loathe him and foreigners who welcome his return. His handpicked successor was impeached; the economy tanked; poverty soared; and a corruption scandal rocked the country, ultimately landing him in jail for 580 … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Cash-Strapped Argentina Goes All or Nothing on New Economy Chief (Bloomberg via Yahoo!)
If Massa, Argentina’s fifth economy minister in four years, can pull off this difficult balancing act, he’ll be a presidential contender in the 2023 election. But if the nation suffers a full-blown crisis with galloping inflation, his political future will be … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
Although the cost of materials and labor is generally higher in Mexico than in China, the gap has been shrinking over the years, with wages in China growing at a more rapid clip. Still, countries in Asia such as Vietnam and Thailand appear to … Continue reading
Posted in China, Frontier / Emerging Market News, Latin America
Tagged Asia, China, East Asia, Latin America, Mexico
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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)
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
Posted in Frontier / Emerging Market News, Latin America, Stocks, Technology
Tagged Brazil, Chile, Colombia, Latin America, Mexico, Peru
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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
Strong demand for oil and metals like copper and nickel is helping commodity producers, including Indonesia. Emerging market central bankers, such as those in Brazil, have been earlier and more proactive in fighting inflation than the Fed. Structural trends—including tensions between the … Continue reading
Posted in Frontier / Emerging Market News, India, Latin America, Southeast Asia
Tagged Asia, Brazil, India, Indonesia, Latin America, SE Asia, South Asia
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Chile’s Draft Constitution is Seriously Flawed (FT)
Chile’s draft constitution is seriously flawed (FT) $ (Reddit Non Paywalled) See: Chile ADRs and Chile ETFs. Chile is the world’s biggest copper producer and its second-biggest exporter of lithium. But the draft charter creates so much legal uncertainty that it risks deterring the big … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Chile, Latin America
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Venezuela – A Multi-Bagger Recovery Play?
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
Posted in China, Commodities, Eastern Europe, Frontier / Emerging Market News, India, Latin America, Russia
Tagged Asia, China, Eastern Europe, India, Latin America, Peru, Russia, South Asia, Venezuela
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Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
Posted in China, Frontier / Emerging Market News, Investing Tips, Latin America, Southeast Asia
Tagged Asia, Brazil, China, East Asia, Indonesia, Latin America, Malaysia, SE Asia, Vietnam
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Argentina Vows Not To Go Full Weimar, Will Stop Printing Money Amid 60% Inflation (Zero Hedge)
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Argentina Is Running Out of Cash to Stave Off Devaluation (Bloomberg)
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Can Anyone Stop Argentina’s Great Unraveling? (Americas Quarterly)
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
Posted in Africa, China, Frontier / Emerging Market News, India, Latin America, Middle East, Southeast Asia
Tagged Africa, Asia, Bangladesh, Brazil, China, East Asia, Egypt, India, Indonesia, Latin America, Mexico, Middle East, SE Asia, South Africa, South Asia, Turkey, Vietnam
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Quarterly Frontier Markets Recap – 2Q22 (Fitch)
Posted in Africa, Fund Manager News & Research, Latin America, Middle East
Tagged Africa, Asia, El Salvador, Ghana, Latin America, Middle East, Namibia, Sri Lanka, Tunisia
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Panama’s Inflation Upheaval Causing Food, Fuel Shortages (Zero Hedge)
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Panama
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Poll Tracker: Chile’s Constitutional Referendum (AS/COA)
Posted in Frontier / Emerging Market News, Latin America
Tagged Chile, Latin America
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Colombia’s Economy May Yet Catch Up to the Hype (Bloomberg)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America
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As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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These Are The Countries With The Highest Default Risk (Zero Hedge)
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Posted in Africa, Frontier / Emerging Market News, Latin America
Tagged Africa, Asia, Eastern Europe, Latin America, Middle East, South Asia
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Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)
The Colombian unicorn’s alumni are outpacing the PayPal mafia in startup creation. READ MORE
Posted in Frontier / Emerging Market News, Latin America, Startups, Technology
Tagged Colombia, Latin America
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Colombians Look to Miami as Gustavo Petro’s Election Sparks Capital Flight Fears (Financial Times)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America
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Why Argentina’s Export Boom Is Falling Short (Americas Quarterly)
Government policy, macroeconomic trouble and political crisis are holding the country back. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
A predicted economic boom from American companies relocating closer to home has not arrived. Many blame the president. Last month the government forced Vulcan Materials, the biggest American producer of aggregates used in US construction, to halt quarrying in the … Continue reading
Posted in China, Frontier / Emerging Market News, Latin America
Tagged Asia, China, East Asia, Latin America, Mexico
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Argentina – New Finance Minister, Same Crisis (Latin America Risk Report)
There are currently two competing takes on the new minister: Batakis is a career technocrat who is about as good of a choice as can be hoped for by the Fernández administration. She is doomed to fail. Batakis is a … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Three Signs Show That Argentina Is Heading to a Devaluation (Bloomberg)
Peso liquidity and energy costs proving a dangerous cocktail Central bank may be pushed into a one-time devaluation: BTG READ MORE
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Analysis: Argentina’s Economic Crisis Whack-a-mole Goes into Overdrive (Reuters)
The South American country, an important global supplier of soybeans, corn and wheat, has seen its bonds sink to record lows, pressure on its peso currency is rising and a high energy import bill is stopping it building up vital … Continue reading
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Tagged Argentina, Latin America
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In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
Apart from traditional destinations in Southeast Asia targeted by Chinese producers, Mexico is becoming a new alternative, offering proximity to the U.S., lower labor costs and access to preferential tax treatment under the U.S.-Mexico-Canada free trade agreement. READ MORE (Non-Paywalled)
Posted in China, Frontier / Emerging Market News, Latin America
Tagged Asia, China, East Asia, Latin America, Mexico
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Analysis – Colombia’s First Leftist Leader Gustavo Petro Targets Inequality; Investors on Edge (Reuters)
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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Tagged Colombia, Latin America
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How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Colombia, Latin America, Mexico
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Latin America’s Vicious Circle is a Warning to the West (The Economist)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Colombia, Latin America, Mexico
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Four Scenarios for Argentina’s Inflation Crisis (America’s Quarterly)
Previously running around 50% per year, inflation is set to hit 70% in 2022, presenting a massive challenge for the fractious Peronist coalition led by President Alberto Fernández. With the 2023 elections approaching, outsider figures like libertarian Javier Milei have emerged as … Continue reading
Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth (WSJ)
Mexico’s populist leader Andrés Manuel López Obrador, who took office in 2018, is shifting the country to a 1970s industrial policy focused on the domestic market, natural resources such as oil and greater state intervention, from backing state-run energy giants to using the army for … Continue reading
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Tagged Latin America, Mexico
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Chile Argues It Can Bring Change Without Scaring Investors (Bloomberg)
Chile’s government is confident it will be able to undertake massive structural reforms without scaring away foreign investors, according to one of the nation’s top economic officials… The Constitutional Convention is drafting a new charter that will be put to … Continue reading
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Analysis: Colombia’s Extractive Industries Watching Election Warily (Reuters)
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
Posted in Commodities, Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America
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Venezuela’s Capitalist Playground Has $200,000 Ferraris and a Bustling Casino (Bloomberg)
President Nicolás Maduro, ally of the late revolutionary Hugo Chávez, lets pockets of free enterprise thrive, helping spark a still-fragile economic turnaround. READ MORE
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Tagged Latin America, Venezuela
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Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
According to JPMorgan, Sri Lanka, the Maldives, the Bahamas, Belize, Senegal, Rwanda, Grenada, and Ethiopia are all “at risk of reserve depletion” — aka the cash drawer is empty. Let’s not leave out Lebanon, Egypt, Pakistan, Russia, the inevitable renegotiation … Continue reading
Posted in Africa, China, Eastern Europe, Frontier / Emerging Market News, Latin America, Middle East, Russia
Tagged Africa, Asia, Bahamas, Belize, China, Egypt, Ethiopia, Grenada, Latin America, Lebanon, Maldives, Middle East, Pakistan, Russia, Rwanda, Senegal, Sri Lanka, Ukraine
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Colombia – Hernández Surges (Latin America Risk Report Substack)
The right-wing populist former mayor of Bucaramanga has risen in the polls and could upend the race. READ MORE
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Tagged Colombia, Latin America
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Populist Outsider Shakes up Colombia’s Presidential Election (Financial Times)
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)
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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Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)
Just as inflation isn’t limited to tortillas, whose prices in the capital have soared by one-third in the past year, Mexico is hardly alone. Latin America’s sharpest price spike in a generation has left many widely consumed local products suddenly hard … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Chile, Latin America, Mexico
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Inflation Returns to Haunt Brazilians (Financial Times)
At 12 per cent, annual inflation in Brazil is now at an almost two-decade high. Triggered by the surge in global food and fuel costs, officials are increasingly concerned that price pressures are becoming entrenched across the economy… READ MORE … Continue reading
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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)
The region’s startups are watching investors pull out, after committing an unprecedented $16 billion in 2021. READ MORE
Posted in Frontier / Emerging Market News, Latin America, Startups, Stocks, Technology
Tagged Brazil, Chile, Latin America
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It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)
It’s getting very expensive to export soybeans from Brazil, the world’s top supplier. That’s according to Cargill Inc., one of the biggest global shippers of the oilseed. Diesel price hikes and worsening road conditions have led to expensive freight rates. … Continue reading
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Tagged Brazil, Latin America
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Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
• The role of the Russian economy in the emerging markets has been diminishing since the 2014 sanctions were applied following the annexation of the Crimean Peninsula. Despite a recovery in 2021, Russia’s share in the global economy is now … Continue reading
Posted in Eastern Europe, Fund Manager News & Research, Russia
Tagged Brazil, Eastern Europe, Latin America, Russia
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Chile Sours on Boric, Constitution as Poll Finds Economic Alarm (Buenos Aires Times)
Chileans’ support for both their new president and the institution rewriting the constitution is fading fast, according to a poll that also highlighted mounting pessimism over the economy. Forty-six percent of citizens said they would reject the charter based on … Continue reading
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Tagged Chile, Latin America
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Brazil: Worth a Closer Look (Franklin Templeton)
Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms. The Russia-Ukraine conflict has weighed on global equity markets, with the exception of Brazil. Surging commodity prices benefit Brazil, the … Continue reading
Frontier Markets Post-pandemic (Capital Group)
KEY TAKEAWAYS High growth countries have tended to escape more severe slowdowns. Richer, more developed countries have generally taken in less revenue (through lockdowns) and spent more, leading to higher deficits. Many frontier markets rely on tourism as an economic … Continue reading
Posted in Africa, Fund Manager News & Research, Latin America
Tagged Africa, Angola, Asia, Benin, Cameroon, Ecuador, Ethiopia, Gabon, Ghana, Ivory Coast, Kenya, Latin America, Nigeria, Pakistan, Senegal, South Asia, Sri Lanka, Tunisia, Zambia
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Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)
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
Posted in Fund Manager News & Research, Latin America
Tagged Brazil, Chile, Colombia, Latin America, Mexico, Peru
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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
Prospects for the world economy have brightened. However, uncertainty remains owing to the uneven pace of vaccinations and the lifting of lockdown restrictions. Against this backdrop – and with global debt at elevated levels and inflation continuing to rise in … Continue reading
Posted in Africa, China, Fund Manager News & Research, India, Latin America, Middle East, Southeast Asia
Tagged Africa, Asia, Brazil, China, East Asia, India, Indonesia, Latin America, Mexico, Russia, SE Asia, South Africa, South Asia, South Korea, Taiwan, Turkey
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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)
Two FMs, Ethiopia and Suriname, have been downgraded so far this year, while three others saw their Outlooks improve: Iraq and Cameroon to Stable from Negative, and Vietnam to Positive. However, 9 out of 30 Fitch-rated FMs included in JPMorgan’s … Continue reading
Posted in Africa, Fund Manager News & Research, Latin America, Middle East, Southeast Asia
Tagged Africa, Asia, Cameroon, Ethiopia, Ghana, Iraq, Latin America, Paraguay, SE Asia, Suriname, Vietnam
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Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)
Following heavy public spending during the pandemic, Brazil’s and South Africa’s government debt has surged over the past year, exacerbating the already sizable fiscal problems both countries were facing before the onset of COVID-19. Moreover, both are now struggling in … Continue reading
Posted in Africa, Fund Manager News & Research, Latin America
Tagged Africa, Brazil, Latin America, South Africa
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Copper ETFs Rally on Economic Recovery, Chile Supply Concerns (NASDAQ)
Copper-related exchange traded funds jumped Monday as investors raised bets on the improving economy. Meanwhile, Chile, a major copper producer, closed its borders in response to a spike in Covid-19 infections. Among the better performing non-leveraged ETFs of Monday, the … Continue reading
Posted in Commodities, Frontier / Emerging Market News, Latin America
Tagged Chile, Latin America
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Emerging Markets: Politics and Elections in 2021 (Wellington Management)
The dramatic 2020 US election is finally behind us, but 2021 is not lacking in global political activity of which investors should be aware. For example, the new year brought a busy docket of upcoming elections across various emerging markets … Continue reading
Posted in Africa, Eastern Europe, Eurasia / Central Asia, Fund Manager News & Research, Latin America, Middle East, Russia, Southeast Asia
Tagged Africa, Albania, Argentina, Asia, Bulgaria, Chad, Chile, Czech Republic, Ecuador, El Salvador, Ethiopia, Honduras, Iran, Iraq, Ivory Coast, Latin America, Malaysia, Mexico, Middle East, Morocco, Pakistan, Peru, Russia, SE Asia, South Africa, South Asia, Uzbekistan, Vietnam, Zambia
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Argentine Central Bank’s Sudden Dollar Shortage Sparks Fears Of Mass Corporate Credit Crisis (Zero Hedge)
YPF, a 99-year-old oil company that some have called Argentina’s flaghship company, is threatening a large-scale default on its bonds after the central bank refused to let YPF buy the full amount of dollars it needed to pay notes coming due in March. … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
Fiscal and monetary stimulus programmes across the world buoyed global markets in 2020 with encouraging Covid-19 vaccine trial results providing an end-of-year boost for investors. However, macroeconomic data is mixed: there has been a lower-than-expected improvement in the service sector … Continue reading
Posted in Africa, China, Eastern Europe, Fund Manager News & Research, India, Latin America, Middle East, Russia, Southeast Asia
Tagged Africa, Asia, Brazil, China, East Asia, Eastern Europe, India, Indonesia, Latin America, Mexico, Middle East, Russia, SE Asia, South Africa, South Korea, Taiwan, Thailand, Turkey
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Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)
Franklin Templeton Emerging Markets Equity’s Manraj Sekhon highlights structural advantages in emerging markets in his 2021 outlook. READ MORE
Posted in Fund Manager News & Research, Latin America, Southeast Asia
Tagged Asia, East Asia, Latin America, SE Asia, South Asia
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Back to “Old School” Emerging Markets: Mexico (Wellington Management)
When Jamie Rice, Equity Portfolio Manager in Wellington’s Boston office thinks of “old school” emerging markets (EMs), he thinks of Mexico: What started out as an exercise to determine if Mexico could be a “Biden trade” soon turned into his … Continue reading
Local Investors Discover Brazilian Stocks (Franklin Templeton)
The COVID-19 pandemic has been devastating for Brazil, but heavy government spending and monetary policy easing have helped bring some stability to the economy. Claus Born, senior vice president and institutional product specialist, Franklin Templeton Emerging Markets Equity, shares some … Continue reading
Active Managers’ Outperformance in Brazilian Bond Funds: Skill or Price Distortion? (S&P Dow Jones)
There were impressive results for active managers in the Brazil Corporate Bond Funds category, with 93.6% of them beating the benchmark in March 2020 and 88.2% Q1 2020. However, were these performance results due to true skill? This outperformance may … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Rich Mexicans are Fleeing to Miami and Funneling Money Overseas (Financial Post)
The populist president’s response to the pandemic — in which he’s sharpened his rhetorical attacks on wealthy Mexicans — is adding to the capital flight Two years into his campaign to crack down on rampant tax evasion and corruption in … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)
The coronavirus pandemic is hurting Brazilian banks in the near term, but is the outlook entirely grim? Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain banks could emerge from the outbreak stronger relative to a new pack of … Continue reading
China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)
Chilquinta deal, valued at US$2.23 billion, is latest move by Chinese electricity companies in South America CHINA’S State Grid International Development Limited (SGID) is about to become a major player in the Chilean electricity market, with the previously announced deal … Continue reading
Posted in Commodities, Companies, Frontier / Emerging Market News, Latin America
Tagged Asia, Brazil, Chile, China, East Asia, Latin America, Peru
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Argentina: A Growing Opportunity Set for Distressed Debt (Man Group)
With circa USD110 billion of hard currency foreign-law bonds trading at deeply discounted prices, Argentina once again sits centre stage in the global distressed credit arena. If the country defaults, it would be the fourth time it does so since … Continue reading
Posted in Bonds, Fund Manager News & Research, Latin America
Tagged Argentina, Latin America
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Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)
There have been some noteworthy recent changes in the composition of two broad emerging market indexes that have investors taking notice. Domestic Chinese equities now have a greater presence in both the MSCI and FTSE Emerging Markets Indexes—with more shares … Continue reading
Posted in China, Fund Manager News & Research, Latin America, Middle East
Tagged Argentina, Asia, China, East Asia, Latin America, Middle East, Saudi Arabia
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Brazil Takes Big Reform Step (Franklin Templeton)
Pension funding has been an issue in many parts of the world and has certainly been a hot topic in Brazil. President Jair Bolsonaro’s election ignited market optimism on promises to reform pensions to get Brazil’s fiscal house on a … Continue reading
False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
The “rise of the middle class” has been a ubiquitous theme touted by emerging market (EM) investors for several years. In reality, upward social mobility and the emergence of a middle class in EM has been largely confined to China … Continue reading
Posted in China, Investing Tips, Latin America
Tagged Asia, Brazil, China, East Asia, India, Latin America, Mexico, SE Asia, South Asia
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An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
IN THIS ISSUE: An Asian Perspective On Trade Mexico Becomes The Second Front When Chief Economist Carl R. Tannenbaum scheduled hisannual trip to Asia earlier this year, he was hopeful that trade frictions with China would be resolved before the … Continue reading
Posted in China, Fund Manager News & Research, Latin America
Tagged Asia, China, East Asia, Latin America, Mexico
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China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)
Many investors are attracted to emerging markets because of their low valuations relative to the United States. However, stocks with low valuations without a catalyst for growth do not necessarily make good investments. Broad-based emerging market funds are dominated by … Continue reading
Posted in China, Fund Manager News & Research, Latin America, Technology
Tagged Asia, China, East Asia, Latin America
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Frontier Case Study: Ecuador’s Path to Economic Sustainability (PGIM Fixed Income)
This paper showcases PGIM Fixed Income’s investment approach to frontier markets, which includes a combination of macroeconomic fundamental analysis, insight into the political backdrop, and inferences from in-person discussions with key stakeholders. Ecuador’s adjustment program backed by the International Monetary … Continue reading
Posted in Fund Manager News & Research, Investing Tips, Latin America
Tagged Ecuador, Latin America
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Argentina: In the Midst of the Storm (Pictet)
Battered by record-high inflation and interest rates, Argentina has been suffering since early 2018. Upcoming elections add to the uncertainty. An ailing economy… The Argentine peso has depreciated to the extent that one US dollar is now over twice the … Continue reading
Posted in Fund Manager News & Research, Latin America
Tagged Argentina, Latin America
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South American Rumbles: Argentina and Brazil Developments (Pictet)
There are interesting developments for investors afoot in Argentina and Brazil. Here’s what Pictet found during their latest visits. Table of contents 01 Two sides of the falls 02 Argentina – Guido Chamorro 03 Brazil – Adriana Cristea What Pictet … Continue reading
Posted in Fund Manager News & Research, Latin America
Tagged Argentina, Brazil, Latin America
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The Trouble with Argentina’s Economy (Project Syndicate)
One thing is clear: to be able to avoid another debt crisis, Argentina will need sustained economic growth. Although there are no silver bullets to put the economy on a more stable path, changing current macroeconomic policies would at least … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Frontier Markets: 2019 Outlook (FIS Group)
Frontier markets slumped in line with other non-dollar denominated markets in 2018; though outside of Argentina (which fell by -50%), frontier markets as a whole outperformed even the U.S.. Almost all of the positive contribution in 2018 came from dollar-pegged … Continue reading
Posted in Africa, Fund Manager News & Research, Latin America, Middle East, Southeast Asia
Tagged Africa, Argentina, Asia, Latin America, Middle East, Nigeria, SE Asia, Vietnam
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Latin America: Where to Find Growth in 2019? (Pictet AM)
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
Posted in Fund Manager News & Research, Latin America
Tagged Brazil, Chile, Colombia, Latin America, Peru
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Top Risks 2019: Bad Seeds (Eurasia Group)
This 27-page report by Eurasia Group explores the top geopolitical risks facing the world in 2019, and their effects on the global economy and investment: Bad seeds US-China Cyber gloves off European populism The US at home Innovation winter Coalition … Continue reading
Posted in Africa, China, Eastern Europe, Fund Manager News & Research, Latin America, Russia, Technology
Tagged Africa, Asia, China, East Asia, Eastern Europe, Latin America, Mexico, Nigeria, Russia, Ukraine
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Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
The best value to be had in emerging markets (EM) fixed income is in countries which have suffered this year, so it is no surprise GAM Investments’ Paul McNamara is viewing Turkey with interest, with further tactical opportunities in Brazil … Continue reading
Posted in Bonds, Fund Manager News & Research, Latin America, Middle East
Tagged Argentina, Asia, Brazil, Latin America, Middle East, Turkey
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Exchange Rate Predictability in Emerging Markets (Amundi AM)
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
Posted in Currencies, Investing Tips, Latin America
Tagged Brazil, Chile, Colombia, Latin America, Mexico, Peru
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In No Good Hands: The Venezuela Crisis and Consequences for South America (Moody’s Analytics)
Venezuelan President Nicolas Maduro has solidified his grip on power following recent presidential elections, his victory all but ruling out prospects for a much-needed course correction in economic policy. This paper assesses the economic consequences for Venezuela and the rest … Continue reading
Posted in Fund Manager News & Research, Latin America
Tagged Latin America, Venezuela
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South American Economies Dive South as Growth Outlook Dims (Bloomberg)
Pro-business leaders in South America’s largest economies are struggling to spark growth as their policies run head-on into domestic crises and emerging market turbulence. Brazil and Argentina have seen their 2018 growth estimates cut from around 3 percent earlier this … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Latin America
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Why Venezuela Can’t Be Like Colombia (RealClear World)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America, Venezuela
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Peso Plunge: Collapse of Currency Dredges Up Old Frustrations, Threatens Argentina’s President (Washington Times)
A 2001 government default was followed by 12 years of leftist rule that left Argentina struggling to rebuild its treasury and clean up its reputation in the global financial circle. But the return of the currency bears and a sharp … Continue reading
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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The “Next Eleven” and the World Economy (The Asset)
The N-11 never acquired the cachet of the BRIC acronym, which I coined in 2001 to describe a bloc of emerging economies (Brazil, Russia, India, and China) that stood to have a significant impact on the world economy in the … Continue reading
Posted in Africa, Investing Tips, Latin America, Middle East, Southeast Asia
Tagged Africa, Asia, Bangladesh, East Asia, Egypt, Indonesia, Iran, Latin America, Mexico, Middle East, Nigeria, Pakistan, Philippines, SE Asia, South Asia, South Korea, Turkey, Vietnam
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Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)
Executive Summary, Assessment & Recommendations, Overview Download the presentation (PDF) Towards a more prosperous and inclusive Brazil, Blog Post (28 February 2018) READ MORE
Mexico Analysis: Tequila Surprise? (LGIM)
On the face of it, things don’t look good for Mexico; and that’s reflected in asset prices. Its largest trading partner has threatened to scrap a free trade agreement that’s been in place for almost a quarter century. In addition, a populist … Continue reading
The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)
The S&P Indices Versus Active (SPIVA) Latin America Scorecard reports on the performance of actively managed mutual funds in Brazil, Chile and Mexico against their respective benchmarks over one-, three- and five-year investment horizons. READ MORE
Posted in Fund Manager News & Research, Latin America
Tagged Brazil, Chile, Latin America, Mexico
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A Turning Point in Brazil (William Blair)
Brazil has seen quite a bit of political turmoil over the past decade, and it has been heightened by more recent corruption. But the corruption scandal and the seemingly weak political structures that have historically inhibited growth in Brazil are … Continue reading
A Case for Mexican Assets (LGIM)
In a raging bull market there is always the temptation to buy the laggards in the hope of juicy returns from a ‘catch-up’ trade. Unfortunately, all too often you end up in a value trap instead: there’s a reason the stock … Continue reading
Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
With President Trump enacting protectionist campaign promises, we ask which emerging markets could suffer the most. On 22 January, Donald Trump imposed steep tariffs on imported solar panels (30 per cent) and washing machines (20 per cent), clearly targeting China. … Continue reading
Posted in China, Fund Manager News & Research, Latin America, Southeast Asia
Tagged Asia, China, East Asia, Hong Kong, Latin America, Mexico, SE Asia, Vietnam
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3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
Frontier Strategy Group identified three emerging market risks that are top multinational leaders should be paying more attention to this year: the election of populists in Brazil and Mexico increasing the cost of doing business conflict in the Middle East … Continue reading
Posted in Africa, China, Investing Tips, Latin America, Middle East
Tagged Africa, Asia, Brazil, China, East Asia, Latin America, Mexico, Middle East
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Latin America: Will Politics Overshadow GDP Growth? (Invesco)
Earnings expectations are improving in Brazil, but high uncertainty hinders Mexican growth. With market exposure in both countries, what are the key areas the Invesco International Growth Fund team will be watching in 2018? READ MORE
Posted in Fund Manager News & Research, Latin America
Tagged Brazil, Latin America, Mexico
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Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)
In this interview, the CFA Institute spoke one-on-one with Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, to get his perspective on the evolution of capital markets in Mexico. Latin American markets are changing economically and politically. NAFTA may … Continue reading
Emerging Markets: Why Politics Matter in 2018 (Hermes)
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
Posted in Eastern Europe, Fund Manager News & Research, Latin America, Russia, Southeast Asia
Tagged Asia, Brazil, Colombia, Eastern Europe, Indonesia, Latin America, Malaysia, Mexico, Russia, SE Asia, Thailand
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Burying the Legal Ghosts of Brazil’s Hyperinflation (Project Syndicate)
Three decades after a series of failed stabilization policies wiped out many Brazilians’ savings, a legal fight over compensation appears to be nearing an end. But more than a long-awaited payday for some one million claimants, the restitution will also … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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From Darling to Dud, Argentine Markets Fall Victim to an Old Foe (Bloomberg)
Argentina’s Mauricio Macri’s honeymoon is over, at least in the foreign-exchange market. The peso is sinking to new record lows against the dollar on an almost daily basis, a slump made all the more unusual as currencies across emerging markets … Continue reading
Posted in Currencies, Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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How Fast Are Prices Skyrocketing in Venezuela? See Exhibit A: the Egg (WSJ)
A Jesuit priest, Alfredo Infante, has turned to a novel formula to keep up with skyrocketing costs: He meticulously tracks the price of the humble egg. Six months ago, donations from one Sunday mass could buy 30 eggs for church … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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Mexico’s Economic Reforms Take Hold (CSMonitor)
Many of Mexico’s small businesses don’t pay taxes – or worker benefits, but more workers are stepping into formal jobs with steady paychecks indicating growth in the economy overall. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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Argentina Companies List on U.S. Exchanges Ahead of Expected Rate Hikes (Reuters)
Argentine companies are rushing to list shares on U.S. exchanges beginning this week to beat an expected hike in interest rates by the U.S. Federal Reserve, analysts said, while taking advantage of an improved investor climate under President Mauricio Macri … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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The 5 Best Emerging Markets for 2018 (Kiplinger)
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
Posted in China, India, Investing Tips, Latin America
Tagged Asia, Brazil, China, Colombia, East Asia, India, Latin America, Mexico, South Asia
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Nationalism Awakens in Mexican Presidential Race (Reuters)
Donald Trump’s habit of slapping down Mexico is feeding nationalist sentiment in the country’s presidential election campaign, prompting contenders to defy him and strengthening the hand of the frontrunner, who is courting the anti-establishment vote. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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Brazil Is Ready for Its Own TV Star President (Bloomberg)
Centrist TV celebrity Luciano Huck’s path to an election win includes Main St. appeal, but he remains challenged by lack of political experience and big party support. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Bloomberg Quicktake: Brazil’s Highs and Lows
Brazil has suffered boom-and-bust cycles and political instability since independence from Portugal in 1822. Half its 2015 exports were raw products, so its prosperity is sensitive to the vagaries of the commodities markets. On paper, Brazil looks like a powerhouse. It’s the … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Thanks to US Pressure, Maduro’s Reckoning is Coming (The Hill)
On Thursday, the U.S. used its latest round of sanctions on 10 current and former government officials to emphasize its commitment to denouncing fraudulent elections in Venezuela as well as promoting the human rights of those suffering under Maduro’s corrupt … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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Battered by an Unpopular Pension Reform, Argentina’s Macri Hunkers Down (WPR)
Argentina’s president, Mauricio Macri, opened the year on the heels of a bruising fight over pension reform, which has galvanized the opposition and sent his approval ratings tumbling. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Latin America is Poised for a Turnaround in 2018 (Miami Herald)
Latin America is reemerging from a prolonged period of recession and sluggish growth with three drivers that merit careful watching in the new year: 1) Digitization, 2) Entrepreneurship and 3) Business-oriented Reform. READ MORE
Mexico’s Trumpian Populist Pushes “Mexican People First” (Politico)
If left-leaning nationalist Andrés Manuel López Obrador wins Mexico’s presidency, it could boost tensions over immigration, trade and border security with the USA and Donald Trump. READ MORE [Adsense-B]
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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The Odebrecht Corruption Scandal Shakes Up Colombia’s Presidential Vote (WPR)
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
Posted in Corruption, Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America
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Political Reckonings Loom in Pivotal Elections Across Latin America (WPR)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Colombia, Costa Rica, Latin America, Mexico, Paraguay, Venezuela
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Petróleos de Venezuela (Pdvsa) Now Verges on Collapse (NYT)
The state-owned oil company, Petróleos de Venezuela, known as Pdvsa, teeters on the brink of collapse, its failures at once a symptom and a cause of the nation’s downward economic spiral. READ MORE [Adsense-B]
Posted in Commodities, Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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5 Major Conservative Victories in Latin America in 2017 (Breitbart)
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]
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Bolivia, Brazil, Chile, Colombia, Cuba, Latin America, Venezuela
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Results of MSCI 2017 Market Classification Review (MSCI)
MSCI will include China A shares in the MSCI Emerging Markets Index, consult on potential inclusion of Saudi Arabia in the Index and delays decision on the reclassification of the MSCI Argentina and Nigeria Indexes. READ MORE
Posted in Africa, China, Frontier / Emerging Market News, Latin America, Middle East
Tagged Africa, Argentina, Asia, China, East Asia, Latin America, Middle East, Nigeria, Saudi Arabia
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Brazil’s Argentina Moment (Project Syndicate)
Brazil’s ceiling on non-interest government expenditures, indexed to the previous year’s inflation rate, for a period of at least ten years, resembles Argentina’s convertibility plan of 1991, which abolished all currency controls and pegged the Argentine peso to the US … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Brazil, Latin America
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Is Mexico’s Populist Lopez Obrador Still the Presidential Favorite in 2018? (WPR)
Gubernatorial elections in three Mexican states last Sunday were supposed to show Andres Manuel Lopez Obrador’s viability as a candidate in next year’s presidential race. Instead they checked the ambitions of the brash left-leaning populist aiming to succeed outgoing President … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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Mark Mobius Answers Readers’ Questions (Mobius Blog)
Mark Mobius answers reader questions about investing in emerging or frontier markets such as Bangladesh, Brazil, Chile, China, Pakistan and Turkey. READ MORE
Posted in China, Investing Tips, Latin America, Middle East
Tagged Asia, Bangladesh, Brazil, Chile, China, East Asia, Latin America, Middle East, Pakistan, South Asia, Turkey
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2017 Global Retail Development Index (ATKearney)
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
Posted in Africa, China, Eastern Europe, Eurasia / Central Asia, Frontier / Emerging Market News, India, Latin America, Middle East, Russia, Southeast Asia
Tagged Africa, Algeria, Asia, Azerbaijan, Bolivia, Brazil, China, Colombia, Dominican Republic, East Asia, Eastern Europe, India, Indonesia, Ivory Coast, Jordan, Kazakhstan, Kenya, Latin America, Malaysia, Middle East, Morocco, Nigeria, Paraguay, Peru, Philippines, Romania, Russia, Saudi Arabia, SE Asia, South Africa, South Asia, Sri Lanka, Tanzania, Thailand, Tunisia, Turkey, United Arab Emirates (UAE), Vietnam
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Venezuela is Borrowing Money at Any Cost (WP)
Venezuela’s most expensive habit appears to be its addiction to credit, no matter what the cost. In recent years, President Nicolás Maduro has faithfully met the country’s debt service obligations to its paymasters in Manhattan and Beijing while sharply cutting … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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Puerto Rican Exodus Is Speeding the Island’s Economic Collapse (Bloomberg)
The exodus from Puerto Rico means economic resurgence will be tougher as the Commonwealth lost 2% of population in each of past three years. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Puerto Rico
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Venezuelan Opposition Threatens Country Won’t Pay Goldman Sachs’ $2.8B Bond Deal (CNBC)
Julio Borges, leader of Venezuela’s National Assembly, has said that a future Venezuelan government may not pay $2.8 billion in bonds that Goldman Sachs purchased for as little as 30 cents on the dollar. Borges said Goldman was helping to support … Continue reading
Posted in Bonds, Frontier / Emerging Market News, Latin America
Tagged Latin America, Venezuela
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Argentina Rises as Brazil Sinks on Bad News (Barron’s)
Unlike its neighbor Brazil, Argentina is mostly enjoying good news these days as corruption allegations continue to rock Brasilia. READ MORE
Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)
Nomura’s Latin America credit strategist Siobhan Morden says she “would assume a quick rebound if the contagion recedes with the cheaper 30-year sovereign bonds perversely more vulnerable versus the 10-year.” Morden has recently written: “Argentina is unfortunately not immune to … Continue reading
Posted in Fund Manager News & Research, Latin America
Tagged Argentina, Brazil, Latin America
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Shares of Argentina’s Stock Exchange Operator to Trade Publicly (Bloomberg)
Shares of the Argentina’s stock exchange operator, Mercado de Valores de Buenos Aires, have for years been restricted to brokers, who have enjoyed a 117% jump over the past 12 months. That’s about to change. After a merger with Bolsa de … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Argentina, Latin America
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Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)
Morgan Creek Capital’s Mark Yusko,who was recently interviewed on CNBC where he talked about Brazil, China and emerging markets in general, pointed out that the following “killer Ds” will hurt the developed world over the next decade: Debt Demographics Deflation … Continue reading
Posted in China, Fund Manager News & Research, Latin America
Tagged Asia, Brazil, China, East Asia, Latin America
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Invesco Manager: Brazil a “Sinkhole of Corruption Still Searching for a Bottom” (Forbes)
A recent Forbes article about Brazil has quoted Sean Newman, a senior portfolio manager at Invesco, as saying: “You still have to be careful with Brazil because it is a sinkhole of corruption still searching for a bottom. Brazil is cheap right … Continue reading
Stocks with 10% or More Sales Exposure to Brazil (Goldman Sachs)
Goldman Sachs has identified stocks with significant revenue exposure to Brazil: MOS, FMC, GLBL, WHR, ADM, BMRN, BG, BMS, ERJ, MON, PX, SBAC, CNK, EIGI Source: Goldman Sachs Note: The chart appeared in a CNBC article entitled: These US stocks … Continue reading
Posted in Frontier / Emerging Market News, Latin America, Stocks
Tagged Brazil, Latin America
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Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)
Feroz Basa, a joint fund manager of the Old Mutual Global Emerging Markets Fund at Old Mutual Investment Group in South Africa, has written that the recent sovereign rating downgrade makes his country the third BRICS nation to have received … Continue reading
Posted in Africa, Eastern Europe, Investing Tips, Latin America, Russia
Tagged Africa, Brazil, Eastern Europe, Latin America, Russia, South Africa
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Why Could Moody’s Downgrade Colombia’s Credit Rating? (AméricaEconomía)
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
Posted in Frontier / Emerging Market News, Latin America
Tagged Colombia, Latin America
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Mexico Could Still be a Winner if NAFTA is Retooled (CNBC)
A few economists are outlining scenarios in which Mexico could emerge as an unlikely winner in the brewing debate over NAFTA. The discussion takes place against a backdrop of Mexican growth that’s less than stellar, but has beaten some of … Continue reading
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Mexico
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Brazil Readies $18.5B Public Spending Plan (Valor Econômico)
Brazil plans to invest 59 billion reais ($18.50 billion) in public funds by the end of 2018 to accelerate the economic recovery and bolster aging infrastructure. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Brazil, Latin America
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Puerto Rico: Isle of Indebtedness (City Journal)
Washington provided Puerto Rico with all the wrong incentives and disaster ensued. READ MORE
Posted in Frontier / Emerging Market News, Latin America
Tagged Latin America, Puerto Rico
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