Merryn Talks Money Why Latin America is Attractive to Global Investors
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Jul 4, 2025 In this insightful discussion, Jose Manuel Silva, Chief Investment Officer at LarrainVial Asset Management, shares his expertise on why Latin America is a hot spot for global investors. He highlights the region's political stability and low valuations, challenging perceptions of emerging markets. Silva delves into the economic revival, the rise of Mexico as a manufacturing hub, and successful policies in Chile. He also discusses the vast natural resource potential and urges investors to adopt sophisticated strategies to tap into this diverse market.
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Latin America's Market Misclassification
- Latin America is often unfairly lumped into emerging markets which hides its diversity and investment potential.
- It combines countries related to different economic cycles and with varying institutional strengths.
Closing Institutional Gaps
- Developed world institutions face challenges while emerging markets, including Latin America, have improved significantly.
- The institutional gap between developed and emerging markets has closed notably over the last 20 years.
U.S. Focus Shifts to Latin America
- U.S. retreat from global leadership under Trump potentially benefits Latin America economically.
- The U.S. could deepen trade and investment ties with Latin America as a strategic 'Fort Monroe'.
