Investors of emerging markets They raised their bets to Latin America in the first quarter of this year, according to a report by Bloomberg Intelligence (BI) ceded exclusively to CNN.
After a period of low performance in the region, the managers of these funds again expose themselves to Latin American markets, with the Brazil and the Mexico as the main allocation points.
According to the survey, the average exposure of funds increased from 10.2% in the last quarter from 2024 to 11% in the first three months of 2025.
In addition, 90 of the 100 largest funds were neutral or above the average for the Latin Americabefore 80 anterior trimester.
Another country that caught the attention was the Argentinaon which 20 of the 100 largest funds of emerging markets were exposed.
By sectors, the highlights got the financial and the consumption, being the action of the Free market The leader in Latin America and among all emerging markets.
And while managers seek to be more positioned in the region, there are disagreements in exhibition in Asians such as China, Taiwan and India, where average exposure fell faster than its weight in the benchmark. Managers maintain a neutral position as South Korea and Southeast Asia.
