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Exploring Investment Opportunities in Latin America

In this webinar, Matthews CIO Sean Taylor and Portfolio Manager Jeremy Sutch dive deep into the investment opportunities of Latin America, sharing their insights on the reasons behind weak market performance year-to-date, the long-term structural case for investing in Mexico and Brazil, and the near-term catalysts that could warrant increased exposure to the region.

They also answer investor questions about the attractiveness of Argentina after its recent rally, discuss the prospects for Chile and Peru and the impact of China’s uneven recovery on Latin America's commodity-exporting economies. 

  • 07/09/2024
  • 34:57 viewing time

 

Webcast recorded on 26 June 2024


P/E = Price-to-Earnings Ratio (P/E Ratio) is a valuation ratio of a company's current share price compared to its per-share earnings.

ROIC = Return on Invested Capital (ROIC) is a profitability ratio that aims to measure the percentage return that a company earns on invested capital. 

AMLO =Andrés Manuel López Obrador, also known by his initials AMLO, is a Mexican politician who is the 65th and current president of Mexico since 2018.

EV = Electric Vehicle

Matthews Asia portfolios hold no position in Pemex as of 31 May 2024

Related Funds

MEGMX

Matthews Emerging Markets Equity Fund

MSMLX

Matthews Emerging Markets Small Companies Fund

MATFX

Matthews Asia Innovators Fund

 

IMPORTANT INFORMATION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.