Countries In-Depth
Chile: The Pieces Are Falling Into Place
After years of underperformance, the pieces are finally falling into place for Chilean equities to sustainably outperform their EM peers. Political uncertainty has dissipated with the establishment of a pragmatic government and the rejection of the new constitution. Further, a peak in inflation and interest rates, together with attractive valuations, will support Chilean relative equity outperformance.
BCA Research | Emerging Markets Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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