Growth in Latin America and the Caribbean recovered briskly in the second half of 2020, yet still more slowly than the global economy and other emerging markets. On the downside, the recent resurgence of the virus in Brazil, Chile, Paraguay, Peru, an...

The Presidential front-runner in round one, leftist Pedro Castillo, is likely to see his party control only a small minority of seats in Congress. Peru equities remain more of a play on metal exports (about 60% of total exports, with copper alone acc...

Guillermo Lasso, conservative ex-banker and preferred market candidate, has been elected Ecuador's next President. Lasso gained 52.44% of the vote, with Arauz on 47.56%, at the time of writing, according to the national electoral council, a margin of...

As we enter Q2, one considers the recent past and peers into the near future. This model portfolio review process is always interesting – it is where the rubber meets the road so to speak. That suggests some good potential upside. A ytd correlation a...

Several clients have recently asked me versions of this question, so I thought that I should answer it for everyone. The threat of a filibuster could now stop business without Thurmondesque exertions. Many in the Democratic Party would like to elimin...

Chinese internet stocks have struggled in recent weeks amid tighter regulatory scrutiny, higher US Treasury yields and block trades linked to a troubled hedge fund. Stocks in the Philippines slid as a widening contagion led to renewed restrictions in...