Now that the Fed has finally begun cutting rates and China has ramped up stimulus, the list of external tailwinds faced by Latin America has grown longer. Yet countries in the region seem slow to seize this favorable global backdrop. Risk premia remain elevated across a number of Latin American asset classes, often beyond levels justified by fundamentals, in our view, a situation of which we advise investors to take advantage.
Click here to read our Regional View Emerging Markets: Latin America is failing to capitalize on a once-in-a-generation opportunity, published 30 September, 2024.
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