Political Risk Latin America Blog @PolRiskLatam

LatAm: More than just Brazil

Posted in News and Articles, Political Risk by politicalrisklatam on February 23, 2011

by Jeff Casson for Investment Week UK, February 22nd, 2011.

Martin Currie’s Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.

It is clear emerging markets will be the engines of global growth for the foreseeable future. So far, the 21st century has belonged to the BRICs, with Russia, India and China all delivering remarkable economic growth and spectacular stock market returns. Best of all has been Brazil, which has flown the flag for Latin American markets.

But despite Brazil’s standout performance, investors often overlook other Latin American markets. The fact the IMA Specialist sector contains just six UK-domiciled Latin American funds (compared with almost 70 in the IMA Asia Pacific sector) tells its own story.

This relative neglect contrasts starkly with the economic outlook for the region: Latin America’s GDP growth is set to continue to outstrip that of the advanced economies in the coming years. And the case for investors to look beyond the BRICs has never been stronger. The stock markets of Mexico, Chile, Colombia, Peru and even Argentina offer a diverse range of companies, many of which offer compelling ways of benefiting from the region’s growth. (continue reading… )

 

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