Dehn: Latin America More Dependent on Bond Financing

The video discusses Latin America's reliance on bond financing, which led to significant impacts during the taper tantrum. However, current investment opportunities in Brazil offer high yields and potential currency upside. Latin American equities have also seen substantial growth. The region is experiencing structural shifts, with markets overselling assets. Political transitions in Argentina, Brazil, and Venezuela are moving towards more reform-minded governments, promising a more investor-friendly environment.

What constitutional reform is expected in Brazil, and what will it limit?

What potential changes are anticipated in Venezuela's government within the next year?