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Latest articles in Chile

Chile votes left

The decline of Chile's right-of-centre, governing coalition, Chile Vamos, was confirmed by the 15-6 May vote to elect the body responsible for reforming the constitution. Its seat count in the Constitutional Convention is below the one-third required...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 17 May 2021
Chile votes left
Chile votes left

Democracy disappoints in LatAm

Democracy is a good thing for citizens. LatAm equities have underperformed global Emerging Markets and Commodities since the start of 2020 by about 30%. Even some of the economic guard rails painstakingly established over decades are beginning to cra...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 16 May 2021
Democracy disappoints in LatAm
Democracy disappoints in LatAm

MercadoLibre: Spearheading the LatAm tech transformation

MercadoLibre's share price has fallen by 5.5%, despite its excellent Q1 results. The decline is all about the broader tech sell-off. Management has committed to improving average revenue per user, as opposed to user acquisition. MercadoLibre is a mat...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 7 May 2021
MercadoLibre: Spearheading the LatAm tech transformation
MercadoLibre: Spearheading the LatAm tech transformation

Chile: BCCh resumes USD 10bn repo program to contain impact of pension saving drawdowns

Repo program essentially the same used in the first two rounds, but without a separate program of deposit purchases. BCCh makes no mention of possibility of adding sovereign bonds as repo collateral. Repo program still looks adequate, markets may be....
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 30 April 2021

Peru unlikely to nationalise Copper, the key metal for renewables and EVs

The leading candidate in Peru's Presidential election, Pedro Castillo, is left-wing and his party's public policy proposals include nationalisation of the mining sector. It is ironic that the same uncooperative legislature, which derailed former Pres...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 28 April 2021
Peru unlikely to nationalise Copper, the key metal for renewables and EVs
Peru unlikely to nationalise Copper, the key metal for renewables and EVs

Chile: Govt sends own proposal on pension saving withdrawals, would raise payroll tax

Govt decides to sponsor third round of pension saving withdrawals to tame political crisis. Govt's proposes 1pp payroll tax hike as social security contributions, govt will pay 1pp too. Govt proposes charging income tax on withdrawals by Chileans in....
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 26 April 2021