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Description:
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In this podcast, Hiba Mouallem, Investment Strategist, and Stephan Kemper, Chief Investment Strategist in Germany, explore Latin America’s economic and political shifts, growth drivers and investment opportunities.
Latin America benefits from strong US growth, high commodity prices and a weaker dollar. Political shifts towards market-friendly policies in Argentina, Chile, and upcoming elections in Peru and Colombia. Mexico has a competitive edge with low USMCA tariffs, economic ties with the US, and undervalued stocks. The LatAm region offers diversification with cyclical sectors like banks and commodities.
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