Latin American equities have surged over 20% in 2026, driven by a global liquidity shift away from U.S. markets. The MSCI Emerging Markets Latin America Index, which includes key stocks from the region, has experienced one of its strongest starts since 1991. This follows a 55.67% gain in 2025, as investors seek diversification amid concerns of an AI bubble in established markets.
Brazil is at the forefront of this rally, with upcoming elections between President Lula and Flavio Bolsonaro drawing significant investor interest. Notable investors like Stanley Druckenmiller have taken positions in Brazilian equities, such as the iShares MSCI Brazil ETF (EWZ). Experts, including Otavio Costa of Azuria Capital, predict a potential boom in Latin American stocks, highlighting Brazil's undervalued market as poised for a secular bull market.
Latin American Equities Surge 20% in 2026 Amid Global Liquidity Shift
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