Latin America Perspectives is a biannual report offering strategic insights into investment opportunities across Latin America, with a focus on Brazil and Mexico.
Despite representing a small fraction of global equity indices, the region’s economic weight and demographic scale position it as a compelling frontier for selective investors. Structural reforms, digital innovation, and global supply chain shifts are reshaping the landscape.
- Brazil is buoyed by resilient consumption, strong exports, and a vibrant digital economy. Key opportunities lie in healthcare, e-commerce, and high-yield fixed income, though fiscal risks and political uncertainty remain.
- Mexico benefits from nearshoring momentum, a growing middle class, and fintech expansion. While valuations are elevated, long-term fundamentals and strategic positioning support continued investor interest.
Both markets offer diverse equity and bond opportunities, but success hinges on selectivity and a long-term view.