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Thoughts on the Market — The Missing Piece in Latin America’s Bull Case
Scout ratingSCOUT· 33%4m·2026-10-15·Money

The Missing Piece in Latin America’s Bull Case

Thoughts on the Market · 1751

Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin America. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Nikolaj…

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