Peru Global Macro
No More Border Wall: Ecuador to Mend Relations With Peru
Suspension of the Ecuador-Peru border wall
On July 14th, Ecuador’s Foreign Minister Maria Fernanda Espinosa announced that the country had decided to halt the construction...
What China is Working On Behind the Scenes In Latin America
China's interests in Latam
Major countries like Russia, China, and Iran are seeing a golden opportunity for growth in Latin American countries. These countries view...
Dolls And Dogs: Our List Of Emerging Markets To Invest In (And To Avoid)
With one-third of 2016 already behind us, we review the major stock market indices in frontier and emerging countries. Where were the returns strongest...
Peru Equity
After Weathering the Storm Earlier This Year, What Will Drive Peru’s Stock Market?
In the first article of this series, we explored the stocks which have been holding back the broader stock market and exchange-traded funds investing...
These Are The 5 Equities Holding The Peruvian Stock Market Back In 2017
Peruvian equities have been facing a number of headwinds in 2017. After a strong start to the year which saw the iShares MSCI All...
Why Peru and Colombia Have a Higher Spread of Profitability than Emerging Markets Globally
Higher profitability + idiosyncratic opportunities
Felipe Asenjo, regional head of equities at SURA Asset Management sees valuable investment opportunities in the Pacific Alliance countries of...
The Best And Worst ETFs For Investing in Latin America
Investing in Latin American equities
Directly investing in Latin American markets can be risky for foreign investors as most of the countries are frontier markets. ETFs...
Peru Fixed Income
The Greatest Risk Facing Latin American Economies Is the One We...
The risk we cannot see
Latin American equity has been a strong performer thus far this year. The iShares Latin America 40 ETF (ILF) has...
Peru Political Risk
Why Peru’s Democracy is at Stake in Vizcarra’s Anti-Corruption Crusade
As yet another corruption scandal reverberates through Peru, polling shows that citizens are disappointed with their government and doubting democracy itself. If new president...
