Novedades

Auszug aus dem Newsletter von Claudia Zea / B26 ART FROM LATINAMERICA:

Voller Hoffnung starten wir in den Monat März. Die Tage werden wärmer, die Politik bewegt sich und ARCOmadrid heißt die Kunstwelt Lateinamerikas doppelt willkommen. Dort stehen sowohl das kuratierte Hauptprogramm Amazofuturismo als auch das Programm Perfiles im Mittelpunkt.

Unter dem Titel Wametisé: Ideen für einen Amazofuturismus fördert ARCO nicht nur den Kunsthandel, sondern bietet auch einen Raum für Entdeckung und künstlerische Forschung. Das Programm entsteht in Zusammenarbeit mit dem Institute for Postnatural Studies und wird von María Wills und Denilson Baniwa kuratiert.

Lesen Sie hier die gesamte Ausgabe des Newsletter von März.

This long-standing dependence on resource extraction created a pattern of economic vulnerability, where exports were prioritized over domestic industrialization, leaving the region exposed to external market fluctuations and exploitation. In the case of South America, the situation is particularly acute given that it possesses some of the largest mineral deposits in the planet. Scholars have extensively analyzed this phenomenon under the concept of extractivism The objective of this paper is to explore the opportunities for Latin Americas mining sector amid rising global demand for minerals driven by the transition to renewable energy. This analysis is based on trade data from UN Comtrade, as reported by the World Integrated Trade Solutions platform of the World Bank.

Find the full article down below.

Within just two decades, China has transformed from an insignificant player to a dominant force in Latin America, alongside the United States (US) and the European Union (EU). Recent actions by the Trump administration aimed at countering China's influence in LAC may inadvertently strengthen China's position in the region even further, as was seen during the first Trump administration. For the EU, which is in urgent need of a diversified supply of critical raw materials to navigate the clean and digital transition of its economy, the LAC region is now more strategically important than ever. The EU's envisaged partnership agreement with Mercosur, the South American trading block, will test the EU's commitment to deepening its partnership with Latin America through the conclusion of this agreement. The European Parliament is expected to vote on the proposed agreement during its current legislative term.

Find the complete article down below.

The article discusses a recent policy change implemented by the Central Bank of Venezuela (BCV) to reduce bank lending and curb inflation. The BCV issued a circular on February 7, 2025, which raised the penalty for reserve requirement deficits from 28% to 60% annually. This measure also includes additional surcharges for repeated defaults within a 30-day period. These changes are designed to reduce bank lending by making it more costly for banks to fail in maintaining their required reserves, which could have a contractionary effect on the economy. In addition to the increased penalties, the BCV has made changes to the calculation of reserve requirements by eliminating certain discounts that were previously applied. The BCV is also facing challenges in managing the foreign currency supply in Venezuela, which remains insufficient despite strong tax collection. This has led to increased public spending in dollars, while the BCV has reduced its investment in hedging bonds to meet foreign currency demand.

Find the complete article down below.

Der Artikel des Venezolanischen Finanzobservatoriums analysiert die wirtschaftlichen Auswirkungen der möglichen Aufhebung der Öllizenzen, die von Präsident Donald Trump angekündigt wurden. Es wird betont, dass die schwache wirtschaftliche Leistung Venezuelas seit 2014 weniger auf Sanktionen als auf ein destruktives Wirtschaftsmodell zurückzuführen ist, wobei die Sanktionen von 2019 die wirtschaftliche Aktivität weiter verschärft haben. Die Artikel zeigt die direkten und indirekten Auswirkungen auf und analysiert verschiedene Szenarien.

Lesen Sie hier den kompletten Artikel (auf Spanisch).

LATAM Airlines hat ihre Präsenz in Kolumbien in den letzten zehn Jahren verdreifacht und sich als eine der führenden Fluggesellschaften im Land etabliert. Das Unternehmen hat erheblich seine Anzahl an Flügen und Zielen erweitert und bietet den kolumbianischen Reisenden eine Vielzahl von Optionen. Diese Expansion wurde durch strategische Investitionen und ein tiefes Verständnis des lokalen Marktes ermöglicht. LATAM hat eine starke Betriebsbasis in Kolumbien geschaffen, was zum Wachstum des Luftfahrtsektors und zur Stärkung der internationalen Konnektivität des Landes beigetragen hat.

Lesen Sie hier den kompletten Artikel: Latam Airlines ha triplicado su presencia en el país en la última década
Portafolio, 24.02.2025

In the era of Trump 2.0, politics is both ascendent and divisive. But for the intended audience of this article, what matters most and what separates markets is the forecasted growth of each, both in the short and medium term.   

The shock and awe tactics of Washington’s new cadre of leaders is newsworthy to the point of distraction. But the pillars of growth in most Latin American markets remain unchanged:

1. Domestic interest rates vis-à-vis the Fed
2. Investor sentiment
3. Terms of trade (including services)

With that in mind, Americas Market Intelligence (AMi) are pleased to publish the 2025 economic forecast for leading LAC markets, divided, unconventionally, into four buckets: the great, the good, the bad and the ugly.

For more in-depth information on specific sectors, don’t hesitate to check out the “Good-Bad-Ugly” stories on payments and logistics.

Read here the complete report: Latin America 2025 Outlook