Latin America's EM Resource Boom: Copper, Gold And Growth

Latin America is a natural diversifier away from AI concentration risk. As EM nations diversify from the USD, gold is a natural alternative.

Seeking Alpha • Oct 24, 2026

Latin America most exposed to any US ban on diesel exports, Goldman Sachs says

Goldman Sachs said on Friday that Latin America would be the region most exposed to any US ban ​on diesel exports.

Reuters • Oct 2, 2026

The Top-Performing Ex-U.S. Equities Regions This Year Will Surprise You

2025 was a big year for ex-U.S. equities, as a declining dollar, tariff uncertainty, and domestic concentration risk drove investors abroad. Broad ex-U.S. equities performed well and rewarded those investors, but it was some notable subregions that really delivered.

ETF Trends • Dec 31, 2025

FLN: A Enhanced ETF That Suffers From Quite A Few Drawbacks

FLN which follows an enhanced stock selection methodology while picking Latam stocks has outperformed EMs and global markets quite handsomely this year. We measure FLN against the standard ILF ETF, which is the largest Latam focussed ETF. 78% of FLN's holdings come from regions that are staring at a dispiriting growth outlook.

Seeking Alpha • May 29, 2025

Enter The Dragon: Parsing Lunar New Year Opportunities Among Emerging Markets

China and Hong Kong markets had a humbling 2023 with equities down more than 10%. Beijing has also begun stepping up tourism and travel promotions, granting visa-free entry to 11 countries, with Singapore and Thailand the latest to be included.

Seeking Alpha • Feb 21, 2024

Argentina Stocks Could See a Turnaround, but ETF Choices Are Limited

Argentina's official election isn't until October. However, Libertarian economist Javier Milei's big upset in the August primary suggests the South American country could soon have a new president.

ETF Trends • Aug 29, 2023

Investment Opportunities In Latin America

The MSCI Latin America Index has performed better than the MSCI Emerging Market Index cumulatively over the past 5 and 7 years as well as over longer time periods, buoyed by its natural resource companies. The region is well placed to take advantage of the opportunities created by the renewable energy revolution with 54% of global lithium reserves concentrated there.

Seeking Alpha • Feb 10, 2023

Water Scarcity In Latin America: Operational Challenges

Water scarcity in Latin America is likely to intensify supply chain and operational disruptions, regulatory risks, and economic losses for businesses during the next five years. In Brazil, hydropower accounts for 65% of the electricity matrix.

Seeking Alpha • Dec 4, 2022

Shifting Global Winds Pose Challenges To Latin America

Economies of Latin America and Caribbean have continued their strong post-pandemic rebound, but the winds are shifting as global financial conditions are tightening and commodity prices are reversing their upward trend, while inflationary pressures persist. The reopening of contact-intensive sectors, especially hospitality and travel, the unwinding of pandemic pent-up demand, and still favorable external financial conditions supported a solid expansion in the first half of the year, allowing services to catch up with manufacturing, and employment to reach pre-pandemic levels.

Seeking Alpha • Aug 2, 2022

For Diversified Exposure, Check Out This Latin America ETF

Emerging markets (EM) have headwinds dialed up a notch higher given the confluence of rising global inflation and a stronger dollar. However, in the case of certain regions like Latin America, they can provide investors with the right growth opportunity should certain economic conditions fall in line.

ETF Trends • May 24, 2022