The new US administration is talking tough on trade, but an end to the Trans-Pacific Partnership is already cheering Central American exporters
Category: 2017 May / June
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Martín Migoya: Globant’s acquisition strategy
Globant has developed from an Argentine start up to a global tech firm with a $1.3 billion market capitalization. Chief executive Martín Migoya sets out the company’s acquisition strategy
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Eduardo Costantini’s bright view on Argentina
He invested in real estate and equities before it was fashionable. Now, one of the wealthiest businessmen in Argentina sees a bright future for the economy.
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High potential, high barriers ahead for Central American growth
Compared with much of Latin America, the Central American economies show healthy growth. Can they overcome political and social issues – and the Trump administration – to reach their potential?
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Knossos’ bold Venezuela bet
As Venezuela grapples with low oil prices, economic obligations and political chaos, one hedge fund has bet with the government—until now
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Interview: ProInversión’s bold infrastructure plan for Peru
Peru’s investment promotion agency plans to increase cash coming into public-private partnerships by an order of magnitude in the coming years. ProInversión’s executive director spoke to Mick Bowen about the organization’s ambitious goals
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Mining projects face fresh opposition in Colombia
Colombia’s government believes copper and gold mining can kick-start GDP growth. But voters are not so keen on the idea
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BlackRock’s Axel Christensen on NAFTA 2.0, Argentine debt and his contrarian pick for 2017
Trade tensions between Mexico and the US and the continued strong run of Brazilian equities are forcing asset managers to examine their regional strategies. BlackRock’s chief investment strategist for Latin America and Iberia, sets out his perspective
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Bond fund returns bloom in a volatile year for LatAm
Earnings for bond investors in Latin America have burst into life. The most impressive managers were those who were unafraid to pursue portfolio growth in the thorniest of places
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Investors bet on banks amid equity rebound
Equity fund flows are soaring, reversing years of exits from the asset class, yet risks still linger in Latin American stocks. The best investors are picking carefully