Why Latin America Is Attractive to Global Investors
On this episode of Merryn Talks Money, we discuss how the region could be a winner thanks to Donald Trump’s retreat from globalization.
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Do you want to invest in a market with political stability, low valuations and fast growing companies? Perhaps even one that might benefit from US President Donald Trump’s deglobalization agenda? Then you should be looking at Latin America.
On this week’s Merryn Talks Money, Jose Manuel Silva, chief investment officer and partner of LarrainVial Asset Management, joins host Merryn Somerset Webb to explain why investors should be thinking more actively about the region.
The pair discuss how Trump’s change in economic policy—retreating from the wider world and focusing more on the US—could benefit Latin American markets; why Latin American economies sometimes fail to properly monetize their natural resources; why low debt-to-GDP ratios in the big Latin American countries should get much more attention; and finally, the companies you might want to look at for your portfolio.