Fynsa
Aunque el Banco Central inició los recortes, las tasas reales y la curva de largo plazo mantienen condiciones restrictivas para la inversión y el refinanciamiento corporativo.
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.
The paradox is evident: its assets have value, its brand is recognized and its infrastructure is relevant, but the competitive environment and its financial structure make it unviable without a profound reconfiguration.
