Tag Archives: Peru

Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)

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Peru – Points on the Political Crisis (Latin America Risk Report Substack)

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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 →

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Are Peru’s Exports In Jeopardy As Social Unrest Worsens? (Zero Hedge)

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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 →

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Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)

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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 →

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Analysis: Peru Markets Take in Political Drama as Investors Focus on Fundamentals (Reuters)

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“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 →

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Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)

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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 →

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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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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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Analysis: Years of Political Crises in Peru Are Finally Hitting Its Economy (AP)

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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

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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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Emerging Markets: Politics and Elections in 2021 (Wellington Management)

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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 →

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China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)

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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 →

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

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Copper Mining Opportunities in Peru and Chile (Mobius Blog)

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Franklin Templeton’s Mark Mobius recently visited copper mines in both Peru and Chile where, despite the perceived China slowdown, there was optimism about copper prices and demand: Some executives at the mine we visited were optimistic that there would be … Continue reading →

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The World’s Biggest Sovereign Debt Defaults (CNBC)

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While Greece and Puerto Rico’s debt-wrangling continues to be in a spotlight, CNBC recently did a slideshow on the largest sovereign debt defaults around the world with the top 10 being: 10. Ecuador When: December, 2008 Size of default: $3.2 … Continue reading →

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Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)

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Katie Kochhas, the global head of client portfolio management and business strategy for Goldman Sachs Asset Management, has recently written an article for FE Trustnet to say that investors should look at individual stocks rather than countries when investing in … 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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