Fynsa
Spending is rigid, revenues are not growing and reforms are stagnating. Thus, the country is moving away from the fiscal balance that distinguished it in the past.
The combination of lower demand for long duration and higher supply (to cover massive budget deficits) is affecting valuations at the long end of yield curves.
While large companies are breathing, SMEs and real estate companies are still struggling for oxygen. Bank credit looks like a party with a VIP list: few guests, many waiting outside. But there are other doors, if we know where to knock.
From sensors in warehouses to smart consumption meters, the Internet of Things (IoT) is quietly transforming the way businesses operate. And in Latin America, this revolution has already begun.
