Investors Mixed on LatAm: Barclays

Investors Mixed on LatAm: Barclays


A Barclays survey of some 80 US and Europe-based EM debt investors at the end of last week reveals that respondents have mixed feelings about LatAm, though they appear more constructive than on other regions. Regarding sovereign credit, 26% are bullish on Argentina and 18% bearish, 25% are bullish on Venezuela and 14% are bullish Brazil. More investors, some 18% in total, are bearish than bullish on Brazil, while 54% see the trade as overcrowded. As for corporate credit, 24% are bullish on Brazi

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