The Missing Piece in Latin America’s Bull Case

Brazil's election and fiscal reform could unlock investment that positions Latin America as a key resource supplier for the $5-6 trillion global AI CapEx buildout.

• Brazil election catalyst: Flávio Bolsonaro finished ahead of Lula in the first round, setting up a runoff later in October amid a sharp equity rally.
• LatAm Spring thesis: Morgan Stanley argues Latin America is shifting from consumption-led to investment-led growth via geopolitics, investment-friendly policy, and lower rates — already visible in Argentina, Chile, Peru, Colombia.

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