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#emerging-markets2#latin‑america1#money‑definition2
Latin American banks outperformed, offering a high‑growth niche comparable to gold and silver
  • Alden highlights the surge of Brazil’s and Colombia’s biggest banks, which posted massive gains.
  • She likens their performance to “gold and silver” in terms of upside.
  • The growth stemmed from strong domestic demand and currency dynamics.
  • This sector provides a diversification benefit for investors seeking non‑US exposure.
  • Tracking these banks can capture upside while broader markets remain flat.
Lyn AldenNatalie Brunell00:11:34

Supporting quotes

Quote
00:11:34
“Latin American banks performed strongly, like the biggest bank in Brazil, the biggest bank in Colombia, they were up a ton.” — Lyn Alden
Quote
00:12:21
“there's plenty of industry demand for it and then there's also the monetary or speculative component that can happen too.” — Lyn Alden

From this concept

Emerging Market Opportunities

Latin American banks delivered outsized returns, offering a high-growth niche similar to gold and silver. Rapid money-supply growth in emerging economies fuels local-currency stock rallies, though dollar-adjusted performance can lag, creating a diversification edge.

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