Latin America poised for take-off; ILF stands to benefit from macro tailwinds
Citi's LatAm outlook argues growth could accelerate thanks to a weaker dollar, high commodity demand, and pro-business reforms, benefiting ILF holdings. Carry dynamics and improving inflation control also help fixed income inflows and equity valuations. The near-term catalyst is Brazil's Oct. elections, with poll shifts potentially driving ILF moves.
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