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Otavio (Tavi) Costa, portfolio manager at Crescat Capital, highlights a significant shift in Latin America's political and economic environment.
Costa suggests that Latin America will likely present some of the key investment opportunities over the coming decade.
Costa has previously commented on sector-specific breakouts. He noted that silver miners could benefit from strong $75/oz margins, far above their $15–20/oz production costs, in a recent report. In another update, Costa reported that copper miners led gains as a major metals and mining ETF broke out alongside steel producers, according to a separate analysis.