Latin American Equities Extend Their Run

Latin American equities are significantly outperforming global peers, driven by currency stability, attractive valuations, and the region's critical role in the AI/electrification commodity supply chain.

Key Takeaways

• 1.Latin American equities have significantly outperformed global and emerging market benchmarks, rising approximately 75% since January 2025.
• 2.Regional performance is driven by improved currency stability (BRL and MXN), disciplined valuations (12x forward earnings), and resilient corporate profitability.
• 3.LatAm serves as a structural hedge and beneficiary of the AI-driven data center build-out and global electrification cycle due to its resource base.

Table of Contents

• THE CONTEXT
• THE DATA
• OUR VIEW
• Author
• Editors
• UniCredit S.p.A
• Legal Notices
• Glossary
• Marketing Communication

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