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 […]
Author Archives: Mat Youkee
Posted in2021 Q1
ELECTIONS: 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 […]
Posted in2022 Q4
INTERVIEW: JOSÉ ANTONIO OCAMPO, COLOMBIA’S FINANCE MINISTER
The naming of experienced economist José Antonio Ocampo as Colombia’s finance minister was seen by many in the investment world as a positive sign for the country’s economic stability. A […]
Posted in2022 Q3
COVER-NEW COMMODITIES CYCLE: WINDOW OF OPPORTUNITY
With a war and sanctions driving up global commodity prices, Latin America has a chance to gain more share in everything from energy to food and minerals. Will it? The […]
Posted in2022 Q2
M&A IN COLOMBIA: THE BIG TAKEOVER
A hostile bid by one of Colombia’s richest men may break up GEA, the country’s biggest business conglomerate, and accelerate its internationalization. It could also paralyze the local capital markets. […]
Posted in2023 Q1
WEALTH MANAGEMENT: THE HUNT FOR RETURN
With the end of cheap money and a plunge in bond and stock prices in 2022, wealth managers have had to search for returns. Of all the investments, Latin America […]
Posted in2023 Q3
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 […]
Posted inMagazine
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.
Posted inMagazine
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.
Posted inMagazine
Will mining boom bust the ESG-finance renaissance?
Demand is up for metals as stimulus money pumped into economies to counteract the COVID-19 pandemic has companies looking under every rock for sought after minerals. Will the new found demand bulldoze or bolster increased requirements for investing with environmental, social and governance criteria?