News About Investing in Latin America and Emerging Markets in Latin America

Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

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Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY) is the largest pharmacy chain in Brazil where the market is heavily fragmented and where it has one of the 10 largest digital retail platforms.

To continue reading: Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

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Brazil based and vertically integrated Vivara Participacoes Sa (BVMF: VIVA3) is the largest jewellery retail chain in Latin America. They are unique as they control sourcing, design and production.

To continue reading: Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

Bolsa Mexicana de Valores (BMV: BOLSAA / FRA: BC51 / OTCMKTS: BOMXF): Reforms Will Benefit Mexico’s Stock Exchange

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Bolsa Mexicana de Valores SAB de CV (BMV: BOLSAA / FRA: BC51 / OTCMKTS: BOMXF), the Mexican stock exchange, has a diversified business model and will benefit from recent reforms.

To continue reading: Bolsa Mexicana de Valores (BMV: BOLSAA / FRA: BC51 / OTCMKTS: BOMXF): Reforms Will Benefit Mexico’s Stock Exchange

Mexico Closed End Fund Stock Picks (Early 2023)

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Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World’s Largest Private Education Providers

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Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company

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Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil’s Leading Distance Learning Higher Education Provider

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Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

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Afya (NASDAQ: AFYA): Shares of Brazil’s Leading Medical Education Group Struggle to Breakout

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YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues

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Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

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CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock

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

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

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Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America

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

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Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play

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

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Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank

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Betterware de Mexico (NASDAQ: BWMX): Mexico’s Direct Selling Powerhouse With Big Expansion Plans

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Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)

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On the Ground in Brazil (East Capital)

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What it Looks Like When a Country Doesn’t Trust its Banks (VOX)

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Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Latin American Tech Startups Scramble After SVB Collapse (Reuters)

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Investors Told Latin American Startups to Bank with SVB. Then It Collapsed (Rest of World)

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

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Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)

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Brazil Beckons with Low Valuations and Growth Potential (Van Eck)

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Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)

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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)

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5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)

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Enaex – LATAM Stocks Investment Analysis #12 (LATAM Stocks)

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Brazil and the Return of Neomercantilism (The Emerging Markets Investor)

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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)

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Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)

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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)

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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)

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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)

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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)

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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)

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Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)

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Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)

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

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

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Emerging Markets Debt: Springtime in January? (Barings)

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Panama to Shut Down First Quantum’s Giant Copper Mine (Mining.com)

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Key Themes for Latin America in 2023 (S&P Global)

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Mexico’s President Likely to Leave Big Projects Unfinished (AP)

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Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)

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

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

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Latin America Slow Descent into Interventionism (Daniel Lacalle)

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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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Latin America and the Coming Global Debt Crisis (Latin America Risk Report Substack)

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Cristina Fernández May Not Go to Jail But Verdict Upends Argentina’s Politics (Guardian)

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

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

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Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)

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Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)

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

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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)

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Mapping the Region’s Ideological Landscape (Latin America Risk Report Substack)

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Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)

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Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)

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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

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How Much?! The Absurdity of Inflation in Argentina – Photo Essay (The Guardian)

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Relaxed Financial Markets Look at Lula’s Comeback (Amundi)

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Outlook On Emerging Markets (Lazard AM)

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Chile Has Outperformed Other Emerging Markets and the S&P 500 This Year. Here’s How (CNBC)

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Volatility Storm Adds to Pain for Chile’s Battered Markets (Bloomberg via Yahoo)

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Brazil: A Nation Divided | FT Film (Financial Times)

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

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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)

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Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)

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Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)

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Cash-Strapped Argentina Goes All or Nothing on New Economy Chief (Bloomberg via Yahoo!)

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Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)

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

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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)

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Chile’s Draft Constitution is Seriously Flawed (FT)

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

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Venezuela – A Multi-Bagger Recovery Play?

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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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Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)

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Argentina Vows Not To Go Full Weimar, Will Stop Printing Money Amid 60% Inflation (Zero Hedge)

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Argentina Is Running Out of Cash to Stave Off Devaluation (Bloomberg)

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Can Anyone Stop Argentina’s Great Unraveling? (Americas Quarterly)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Quarterly Frontier Markets Recap – 2Q22 (Fitch)

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Panama’s Inflation Upheaval Causing Food, Fuel Shortages (Zero Hedge)

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Poll Tracker: Chile’s Constitutional Referendum (AS/COA)

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

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As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)

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These Are The Countries With The Highest Default Risk (Zero Hedge)

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

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

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Why Argentina’s Export Boom Is Falling Short (Americas Quarterly)

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Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)

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Argentina – New Finance Minister, Same Crisis (Latin America Risk Report)

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Three Signs Show That Argentina Is Heading to a Devaluation (Bloomberg)

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Analysis: Argentina’s Economic Crisis Whack-a-mole Goes into Overdrive (Reuters)

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In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)

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

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

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

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Four Scenarios for Argentina’s Inflation Crisis (America’s Quarterly)

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Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth (WSJ)

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Chile Argues It Can Bring Change Without Scaring Investors (Bloomberg)

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

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Venezuela’s Capitalist Playground Has $200,000 Ferraris and a Bustling Casino (Bloomberg)

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Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)

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Colombia – Hernández Surges (Latin America Risk Report Substack)

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

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

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Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)

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Inflation Returns to Haunt Brazilians (Financial Times)

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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)

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It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)

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Chile Sours on Boric, Constitution as Poll Finds Economic Alarm (Buenos Aires Times)

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Brazil: Worth a Closer Look (Franklin Templeton)

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Frontier Markets Post-pandemic (Capital Group)

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

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)

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Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)

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Copper ETFs Rally on Economic Recovery, Chile Supply Concerns (NASDAQ)

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

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Argentine Central Bank’s Sudden Dollar Shortage Sparks Fears Of Mass Corporate Credit Crisis (Zero Hedge)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)

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Back to “Old School” Emerging Markets: Mexico (Wellington Management)

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Local Investors Discover Brazilian Stocks (Franklin Templeton)

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Active Managers’ Outperformance in Brazilian Bond Funds: Skill or Price Distortion? (S&P Dow Jones)

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Rich Mexicans are Fleeing to Miami and Funneling Money Overseas (Financial Post)

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COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)

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

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Argentina: A Growing Opportunity Set for Distressed Debt (Man Group)

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Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)

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Brazil Takes Big Reform Step (Franklin Templeton)

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False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)

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An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)

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China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)

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Frontier Case Study: Ecuador’s Path to Economic Sustainability (PGIM Fixed Income)

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Argentina: In the Midst of the Storm (Pictet)

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South American Rumbles: Argentina and Brazil Developments (Pictet)

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The Trouble with Argentina’s Economy (Project Syndicate)

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Frontier Markets: 2019 Outlook (FIS Group)

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

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Top Risks 2019: Bad Seeds (Eurasia Group)

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Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)

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Exchange Rate Predictability in Emerging Markets (Amundi AM)

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In No Good Hands: The Venezuela Crisis and Consequences for South America (Moody’s Analytics)

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South American Economies Dive South as Growth Outlook Dims (Bloomberg)

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

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Peso Plunge: Collapse of Currency Dredges Up Old Frustrations, Threatens Argentina’s President (Washington Times)

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The “Next Eleven” and the World Economy (The Asset)

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Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)

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Mexico Analysis: Tequila Surprise? (LGIM)

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The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)

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A Turning Point in Brazil (William Blair)

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Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)

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3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)

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Latin America: Will Politics Overshadow GDP Growth? (Invesco)

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Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)

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Emerging Markets: Why Politics Matter in 2018 (Hermes)

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Burying the Legal Ghosts of Brazil’s Hyperinflation (Project Syndicate)

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From Darling to Dud, Argentine Markets Fall Victim to an Old Foe (Bloomberg)

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How Fast Are Prices Skyrocketing in Venezuela? See Exhibit A: the Egg (WSJ)

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Mexico’s Economic Reforms Take Hold (CSMonitor)

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Argentina Companies List on U.S. Exchanges Ahead of Expected Rate Hikes (Reuters)

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The 5 Best Emerging Markets for 2018 (Kiplinger)

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Nationalism Awakens in Mexican Presidential Race (Reuters)

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Brazil Is Ready for Its Own TV Star President (Bloomberg)

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Bloomberg Quicktake: Brazil’s Highs and Lows

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Thanks to US Pressure, Maduro’s Reckoning is Coming (The Hill)

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Battered by an Unpopular Pension Reform, Argentina’s Macri Hunkers Down (WPR)

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Latin America is Poised for a Turnaround in 2018 (Miami Herald)

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Mexico’s Trumpian Populist Pushes “Mexican People First” (Politico)

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

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

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Petróleos de Venezuela (Pdvsa) Now Verges on Collapse (NYT)

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

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Results of MSCI 2017 Market Classification Review (MSCI)

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Brazil’s Argentina Moment (Project Syndicate)

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Is Mexico’s Populist Lopez Obrador Still the Presidential Favorite in 2018? (WPR)

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Mark Mobius Answers Readers’ Questions (Mobius Blog)

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2017 Global Retail Development Index (ATKearney)

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Venezuela is Borrowing Money at Any Cost (WP)

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Puerto Rican Exodus Is Speeding the Island’s Economic Collapse (Bloomberg)

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Venezuelan Opposition Threatens Country Won’t Pay Goldman Sachs’ $2.8B Bond Deal (CNBC)

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Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)

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Shares of Argentina’s Stock Exchange Operator to Trade Publicly (Bloomberg)

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Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)

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