Eurozone Risk Still Not Direct Threat to LatAm: Investors

Eurozone Risk Still Not Direct Threat to LatAm: Investors

Funds Economy & Policy Corporate & Sovereign Strategy

LatAm and global equity markets continued to suffer Wednesday on Eurozone concerns, but LatAm-focused investors don’t yet see a serious structural threat to the region, even as their portfolios get hit. A messy Greek exit that drags down other European countries would of course have serious consequences for LatAm, but that does not appear to be the buyside’s base case. “There is a big divergence between risk perception and actual risk. In terms of business drivers, there is very limited transmis

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