Fynsa
La Cepal proyecta una expansión regional de 2,2% en 2026 y 2,5% en 2027. Detrás del promedio conviven economías con trayectorias muy distintas y un desafío común: elevar su capacidad de crecimiento.
La IA abre nuevas posibilidades de crecimiento, pero también aumenta la demanda por energía, infraestructura y capital. Esa tensión está redefiniendo dónde pueden estar las oportunidades de inversión.
Con Reservas Internacionales Netas equivalentes al 29% del PBI, el país mantiene una sólida posición externa que le permite enfrentar escenarios de volatilidad global con un importante margen de maniobra financiera.
EE. UU. mantiene el liderazgo como principal inversionista en la región, mientras China acelera su presencia en sectores estratégicos y redefine el mapa del capital.
With the presidential election results still undecided, Peruvian markets are reacting cautiously but without major fluctuations. The strength of its institutions and its macroeconomic track record remain the most compelling factors for foreign capital.
After the first round, Colombian assets were driven less by the known results than by the scenario the market began to price in: a higher probability of a right-wing victory in the runoff. The rally was swift, but not necessarily definitive.
Outperformance relative to DM (Developed Markets) is expected to continue through 2026. Emerging markets currently offer diversification in the artificial intelligence sector, from concentration in the US to exposure to Asian AI.
According to a report by the International Monetary Fund (IMF), emerging economies are no longer as vulnerable to external shocks, thanks to better policies and deeper local markets. This is a good sign for investors, albeit nuanced.
Diversify to move forward: a principle that is as relevant as ever
Macroeconomic improvements, a commitment to fiscal sustainability and an eventual pro-market and fiscally more austere policy shift open room for a revaluation in credit instruments.
