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LatAm equities trade at major discount, Callum Thomas notes

LatAm equities trade at major discount, Callum Thomas notes
LatAm equities undervalued after Brazil rally

Callum Thomas points to significant deep value opportunities in Latin American equities. He observes that while markets such as Brazil have seen notable gains, with Brazil rising 20% over the past two weeks, the broader group of LatAm equities continues to trade at a substantial discount compared to long-term averages and peers.

Thomas suggests there is considerable potential for further upside in the asset class.

Thomas has previously commented on bond markets, noting that TLT's total return, adjusted for CPI and interest, is nearly back to its inception level. In another recent analysis, he warned that continued Fed rate hikes may drive investor positioning and valuations to historical extremes. These observations provide further context for his current views on Latin American equities.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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