Search

Search LATAM Report

Regional Briefing

From Resource Dependency to Strategic Interconnection: The Deep Logic of Russia's Reshaping of Investment and Trade in Latin America

Analyze the significance of Russia's strategic cooperation forum with Latin America (CORAL 2026) and explore how geopolitical changes are driving the transformation of the Latin American economy from traditional resource exports towards diversified, institutionalized long-term partnerships, and pointing out new growth areas for investors.

Roberto Silva6 min read
Regional Briefing

The Latin American Potential Paradox: A Choice in the Era from Resource Curse to Structural Opportunity

In-depth analysis of the contradictions between Latin America's rich resource endowments and structural challenges. Discuss the drivers of key minerals by global AI and the green economy, as well as the constraints of political instability and inequality on regional development. Analyze potential changes in capital flows and the path for Latin America to achieve optionality growth in the next decade.

Sofia Mendez6 min read
Economic Outlook

Structural Transformation of the Latin American Economy: From Resource Cycles to Nearshoring and Sustainable Development

In-depth analysis of the World Economic Forum's latest insights on the Latin American economy. This article will reshape the growth logic of the Latin American economy from dimensions such as trade fragmentation, nearshoring, climate resilience, and regional cooperation, exploring the structural opportunities and challenges it faces in responding to global uncertainties.

Roberto Silva4 min read
Commodities & Trade

The Paradox of the Resource Curse: Structural Opportunities for Latin American Economies to Shift from "Potential" to "Option"

In-depth analysis of the paradox between long-standing resource abundance and low productivity in Latin America. This paper explores the structural opportunities brought about by the global energy transition and supply chain restructuring, analyzes how political uncertainty and inequality constrain development, and forecasts the path for Latin America to achieve optional growth in the next five years.

Carlos Mendoza8 min read
Regional Briefing

Latin America’s Economic “Cruising Speed”: What Will Shape the Landscape in 2026 Is Not GDP, but Income, Copper, and AI

Latin America's economic growth in 2026 will fall back to about 2%, but inflation remains under control, interest rates are near neutral, and real wages are outpacing prices. The real changes are occurring on the income side, within commodities, in cross-border flows of people, and in AI infrastructure—growth momentum is shifting from export volume to the quality of domestic demand, and divergence between countries and industries is intensifying.

Elena Vargas8 min read
Regional Briefing

From resource complementarity to strategic synergy: How does CORAL 2026 reshape the economic ties between Latin America and Russia?

This article analyzes the deep impact of the First Russia-Latin America Strategic Cooperation Forum (CORAL 2026) on regional trade patterns from the perspective of Latin American economics and development, explores how Latin America can enhance its strategic autonomy amid great-power competition, and identifies potential beneficiary sectors such as agriculture and energy.

Isabella Conti5 min read
Commodities & Trade

The Critical Minerals Era Begins: Latin American Mining Transitions from Resource Export to Global Supply Chain Hub.

The global energy transition is redefining the value of mining in Latin America. This article analyzes, from a regional perspective, how critical minerals such as lithium and copper are driving changes in the economic landscape of Latin America, as well as the impact of social conflicts, infrastructure, and regulatory challenges on the future of mining.

Isabella Conti5 min read
Business & Investment

The Middle East war reshapes the global IT spending landscape: opportunities and risks for Latin America.

IDC predicts that if the Middle East conflict ends within 3 months, global IT spending growth will slow from 10% to 9% in 2026. Energy price volatility, supply chain disruptions, and accelerated sovereign digital infrastructure will ripple into Latin America, where regional digital transformation faces cost pressures. However, oil-exporting countries may benefit, and cloud service resilience has become a new focus.

Sofia Mendez8 min read
Infrastructure LATAM

How India's Infrastructure Boom Highlights Transformation Opportunities for Latin America

India's top ten megaprojects reveal a new phase in the Global South's infrastructure race. How can Latin America draw lessons from this and build its own competitiveness? This article interprets the strategic logic behind India's projects from a regional perspective and examines the core bottlenecks and potential breakthrough paths for Latin American infrastructure.

Isabella Conti5 min read
Economic Outlook

The New Paradigm of Global Monetary Policy: Latin America's Rise Forged in Crisis

The BIS annual report summarizes five key lessons on 21st-century monetary policy, with Latin American emerging markets demonstrating remarkable resilience through independent action. This article interprets from a regional perspective how global interest rate cycles, capital flows, and inflation governance are reshaping Latin America's economic landscape, while also exploring long-term investment logic.

Carlos Mendoza5 min read
Commodities & Trade

Latin America 2026: Strategic Reassessment under Global Fragmentation

In the process of global economic fragmentation, Latin America is entering the capital spotlight with a new strategic role. By 2026, major-power competition, energy transition, food security, and supply chain restructuring will jointly shape the region's investment logic. Based on international institutions and authoritative analysis, this article examines Latin America's three driving forces, the opportunities and risks under major-power rivalry, and offers long-term structural observations.

Elena Vargas7 min read
Regional Briefing

Latin American Economy 2026: Growth Shift, Income Recovery, and a New Stage of Payment Digitalization

Visa's Economic Insights Report shows that in 2026, the Latin American economy will return to normal growth, with declining inflation and minimum wage increases restoring household purchasing power, the World Cup driving upgrades in cross-border payments, and AI becoming the key to a productivity leap. From a regional analysis perspective, this article interprets the structural opportunities in growth divergence, trade restructuring, and digital payments.

Carlos Mendoza7 min read
Regional Briefing

Latin America 2026: Between Hope and Pressure, Choice Becomes Key

In-depth analysis of the economic opportunities and pressures facing Latin America in 2026, exploring how, amid resource cycles, industrial upgrading, and global trade restructuring, Latin America can respond to uncertainty through 'selective' strategies.

Roberto Silva6 min read