Category: 2026 Q2

With domestic food production limited by climate and water scarcity, Gulf states are investing billions in Latin America’s agribusiness sector — from Brazilian beef and Chilean fruit to logistics and ag-tech — to secure long-term supplies and control global food chains.

After decades on the margins, Latin America and the Caribbean is emerging as a favored destination for risk-averse strategic investors. As geopolitical tensions rise — including the conflict in the Middle East — investors are spending billions on assets that promise steady, long-term returns.

At a time of immense global challenges, a focus on macro stability alone is not sufficient for sustained economic growth. A new playbook, argues Andres Velasco, must take into account innovation, state capacity and political legitimacy – for Latin America and the developing world more broadly. 

Investors have, so far, cheered President Claudia Sheinbaum deft handling of relations with Washington. But the upcoming USMCA negotiations could prove the real test for the country’s export-led model.

The EU–Mercosur free-trade pact promises only gradual economic gains, but lenders, insurers and exporters are already positioning for increased trade and investment across the Atlantic.