INSUBCONTINENT EXCLUSIVE:
marking a severe drop not seen since the aftermath of the 2022 elections.bYet, amidst this chaos, Morgan Stanley saw a silver lining.The
outperformed by 2 to 6 points, achieving a -12% absolute return but +6% relative to MSCI Latin America.However, not all strategies
The bank noted that its Mexico model faced setbacks due to a nearshoring bias affecting post-electoral market sentiments.Contrastingly, in
geopolitical risks.The bank remains vigilant, particularly with an eye on U.S
interest rates, which could signal new strategic shifts.Morgan Stanley prepares for Latin American economic changes, expecting better
inflation, fiscal policies, and political stability.This cautious optimism is crucial not only for the bank but also for investors looking
to understand and navigate the complexities of emerging markets.
