After a rise in deal volumes in the first half of this year, M&A activity likely will be mixed in the second half. Mexico may see a healthy uptick, but Brazil could slow on concerns about the looming presidential election and stubbornly high interest rates, analysts say.
Category: Magazine
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LatAm Markets: A Lopsided Rally
When the Iran war hit, capital ran south and stayed there. Now, with the Fed turning hawkish and the dollar stirring, investors are asking how long Latin America can hold its ground.
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Parting Shot: Buyer Beware
Trump’s new “corollary” to the Monroe Doctrine promises American dominance and open markets in one breath. Investors should read past the pitch, argues Alan McPherson.
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Guatemala Economy: The Grand Interchange
Guatemala has the fiscal discipline of an investment-grade economy, an anti-corruption president, and US manufacturers circling. What’s missing: roads and ports good enough to get the goods out.
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Venezuela Economy: The Long Road Back
Venezuela’s defaulted bonds surged after Maduro’s ouster, with the country’s vast oil reserves fueling hopes of a quick economic turnaround. Then came two devastating earthquakes in June — and the path to recovery just got harder.
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Brazil Investment: The End of the Affair?
Brazil’s high rates have kept investors hooked. October’s election—and Lula’s fiscal choices after it—will decide if the romance survives.
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Market Talk: Equity
After only a smattering of deals over the past five years, Latin America’s primary equity market is picking up again with a few Brazil and Mexico IPOs—and more on the way.
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Market Talk: Loans
After a steady first half, lending activity is poised to slow over the next few months as new loans are prepared, led by use for acquisitions and infrastructure, experts say.
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Market Talk: Bonds
After a rise in bond issuance in the first half of this year, issuers may be more selective in timing deals on concerns about higher interest rates. But the need for financing is expected to remain strong as investment increases across the region, analysts say.
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The Southern Supply: South America’s Oil Moment
Geopolitics has handed South America a rare opening in global energy markets. The question now is whether Argentina, Brazil, Guyana and Suriname can convert cheap barrels into durable market share.