In a world of walls and tariffs, Latin America’s greatest untapped market is itself, argues Felipe Larraín
Category: Magazine
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Short End of the Stick
Borrowed dollars fed the region’s rally. What happens when the trade turns?
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Private Credit: Credit Where It’s Due
While private credit wobbles in the US, Latin America’s version is still small, lends to borrowers with little debt, and works alongside the banks. The test is whether it stays that way as money pours in.
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Infrastructure Finance: Borrow Now, Fix Later
As the carry trade unwinds and rates stay high, infrastructure sponsors across Latin America are turning to short-term loans. They are betting that cheaper money will come before the bill does.
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Market Talks: Bonds
Latin American issuers are expected to front-load deals in the fourth quarter after the Fed’s first rate hike in three years signaled more tightening ahead. Tight spreads and a rightward political shift are keeping the window open, but Brazil’s election and rising Treasury yields will test weaker credits.
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Market Talk: M&A
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.
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Q3 – 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.