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Chile: At An Inflection Point

by Juan Egana, Latin America Strategist  

Chile’s equity market is set to sustainably outperform its EM peers on the back of political and macroeconomic tailwinds. The new moderate constitution and pragmatic government will boost market sentiment. A continued economic contraction and tumbling inflation will allow the central bank to initiate an easing cycle sooner than most EM and regional peers.

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