Opaque Markets

Amid a tough year for Brazil's equity markets, two companies stand out: Embraer (ERJ) and Nubank (NU). While the broader market has fallen nearly 15% YTD, these two disruptors have seen their share prices soar. Both companies are disruptors in their respective industry, challenging industry giants and reshaping the status quo in their sectors. They showcase how innovative business models can thrive even in unfavorable economic conditions. Amid Brazil's economic challenges and negative market sentiment, Embraer and Nubank stand out as bright spots for investors. Read the full analysis for insights into their growth strategies and the outlook for Brazilian equities. #EmergingMarkets #Brazil #Investing #LatinAmerica https://lnkd.in/eYgSwkb9

Finding quality information about Latin American markets can be challenging, with data often scattered across various sources. Opaque Markets has introduced a new feature on the website to simplify this process. Finding Latin American companies and their financial information has never been easier with our new navigation system. In the tool, you will find information about the main economies in the region and an overview of the most important Latin American stocks with a foreign listing in the U.S. (i.e. ADRs) This new tool is updated with live data provided by TradingView, streamlining your search for reliable information. Watch this short video to see how it works! #LatinAmericanInvestments #Finance 🔗 https://lnkd.in/d7y8dTus

Opaque Markets now offers a newsletter to keep you updated with the latest articles and provides a free handbook on Latin American ADRs! Here’s what you’ll gain: - Receive a welcome email with your free handbook to start navigating Latin America’s financial markets. - Get alerts on the newest blog posts, filled with insights and analysis to keep you ahead of the curve. You can always opt out anytime you choose to. Subscribe today to be kept informed about the vibrant Latin American markets! 🔗 https://lnkd.in/dazEreg5

Mexico has become the main trading partner of the U.S. as U.S.-China tensions have risen. Mexico’s geographical proximity, robust trade agreements, and reduced exposure to geopolitical risks have led to a nearshoring boom. This nearshoring trend offers Mexico significant economic growth opportunities, tightly linked to its ability to navigate the economic rivalry between the U.S. and China. With the most spending power, the U.S. consumer market remains a key driver for multinationals, underscoring the importance of optimizing supply chains to cater to this market. However, Mexico faces challenges in balancing relations with both the U.S. and China. The new administration under Claudia Sheinbaum must navigate these complexities while maximizing the nearshoring benefits to boost the Mexican economy. The nearshoring boom in Mexico is a testament to the shifting dynamics in global trade, as globalization peaked and is turning to more regional cooperation. #Nearshoring #Mexico #Trade #EconomicGrowth #SupplyChain https://lnkd.in/eCUH_aY2

Latin American steel producers are grappling with a flood of cheap Chinese steel. China's rise to become the world's largest steel producer has been heavily subsidized. Dumping practices by China prompted calls for lifting import quotas and tariffs to protect the domestic steel industry. Producers like Gerdau, Usiminas, CSN, and Ternium are at the forefront of battling the unfair competition, seeking measures to safeguard their market share and profitability. As the region's steel output dwindles, the question remains: Will protectionist measures turn the tide for Latin America's steel industry? #LatinAmerica #Investing #EmergingMarkets #Steel https://lnkd.in/dEhxKQD8

Latin America's Coca-Cola bottlers are the lifeline for the region's insatiable appetite for the iconic soft drink. From Mexico's Coca-Cola FEMSA to Chile's Embotelladora Andina S.A, these bottling giants are poised for growth and opportunity. Investing in the parent company or its bottlers provides a different investment proposition. While the former offers stability and global reach, the latter presents unique opportunities for those willing to take a more proactive approach. This article informs investors eyeing the Latin American soda market: #LatinAmerica #Investing #EmergingMarkets #CocaCola https://lnkd.in/dr6Q83Qw

Silver is gaining the interest of investors. Mexico, which happens to be the largest silver producer in the world, could see significant benefits from this trend. The current supply and demand dynamics suggest that the price of silver may rise substantially. Mexico's mining industry has a long and rich history and continues to attract domestic and multinational mining companies. To learn more about silver mining in Mexico, you can read the following article: #LatinAmerica #Investing #EmergingMarkets #Silver #Mining #Mexico https://lnkd.in/dc4J_JiE

The Latin American markets are frequently undervalued and underestimated. In the series, "LatAm Stocks Unveiled," the goal is to shine a spotlight on the lesser-known Latin American stocks. Throughout the series, we'll delve into uncovering hidden gems, showcasing their potential for investors, and highlighting the unique qualities that make them stand out. The first company in this series is Lavoro Agro, a distributor of agricultural inputs based in Brazil. Lavoro is determined to cement its leadership position in a market undergoing consolidation. Read more in the following article: #LatinAmerica #Investing #EmergingMarkets #Agribusiness https://lnkd.in/djpime-G

Despite Colombia's position as one of Latin America's major economies, its stock market remains relatively small. The Colombian stock market is facing some liquidity issues. However, foreign investors can tap into Colombia's potential by investing in US-listed Colombian stocks through American Depositary Receipts (ADRs) on the New York Stock Exchange (NYSE). Explore further insights into Colombian stocks with the list provided in the following article. #Colombia #latinamerica #emergingmarkets #investing https://lnkd.in/dJ6H6nhP

Interested in investing in Latin American markets but not sure where to begin? Regional or country-specific exchange-traded funds (ETFs) could be the solution you are looking for. ETFs offer an easy and often affordable way to invest in a diversified manner. However, investing in Latin American markets has unique dynamics to consider. This article provides an overview of how to allocate capital towards Latin America using ETFs. Keep in mind that volatility and risk in Latin American markets tend to be higher. #Investing #ETFs #LatinAmerica https://lnkd.in/dbKJ5A8E