Analysis-Investors eye Latin America as they diversify away from Wall Street
By Rodrigo Campos and Carolina Mandl
NEW YORK (Reuters) -Latin America has emerged as a top investing destination as ongoing wars – both of the military and trade variety – make investors seek options in a region they view as refreshingly untroubled by tariffs and major conflicts.
Portfolio flows data suggests that investors are largely underexposed to Latin America even as many stock markets – including Brazil’s and Mexico’s – are trading at or near record highs, while sovereign bonds offer still-attractive yields. Although some prefer not to chase a stock rally, others have focused on the local debt market.
“The Latam story is easier to tell now as stocks are cheap and there is a lack of options in emerging markets,”…
