Author Archives: Mat Youkee
Venezuela Sovereign Debt: A Hefty Wager
Venezuelan bonds may rally from dirt-cheap levels, but that hinges on the US government lifting trade sanctions. For distressed debt traders, that may happen sooner than later. Venezuela is the […]
Copper’s post-pandemic challenge
Record copper prices are at the forefront of a global commodities boom. The economies of Chile and Peru, the world’s largest producers of the red metal, will receive a shot-in-the arm at a vital time, but growing resource nationalism could kill off a long-term blossoming of the industry.
Political retooling
The Covid-19 pandemic has seriously undermined incumbent governments and boosted Latin America’s political left to its strongest point since the ‘pink wave’ of socialist governments in the early 2000s. This year the presidential elections in Chile, Ecuador, Honduras and Peru, combined with legislative elections in Argentina and Mexico spell uncertainty and political risk for investors.
