The new conservative to right-wing populist governments are ideologically closer to the U.S. than their left-wing predecessors. At the same time, they are unlikely to want to do without Europe as a player between Washington and Beijing.

Geopolitics is elevating the continent’s role as a business location and trade partner. With trade agreements with Mexico and Mercosur, the EU has now positioned itself strategically.

The economic outlook for 2026 is stable and slightly positive. Politically, the continent is facing a change of direction due to several elections. The influence of geopolitics is likely to increase further.

It is still unclear where the US customs policy toward the region will ultimately lead. The future of the EU’s free trade agreements with Latin America also remains open.

The port of Chancay in Peru could become a key driver for the development of cross-border infrastructure. Chinese investment is playing an important role in this.

At present, China could significantly expand its political influence in South America. There are a number of important events coming up in the second half of the year.

…but with only a third of the population”. Megainvestor Claure believes the region could be in for its best years in a long time.

Brazil’s Amazon clearing is falling again for the first time. At the same time, President Lula wants to unite South America’s governments to save the rainforest.

In times of inflation, bitter experience has probably led to early countermeasures being taken there.

Nevertheless, investors seem to choose the region because of the size of the domestic markets.