AMI – The Latin America Forecast, 2024

The report by AMI – The Latin America Forecast, 2024 provides an overview of what can be expected in the region. It includes economic and business outlooks and forecasts for Brazil, Mexico, and Argentina in 2024. The authors also discuss how populist leaders in Latin America are limited by the region's resilient institutions. They highlight that controlled inflation within Latin America will support economic growth. The introduction suggests that pro-business politicians might win major elections in 2024. Additionally, it mentions industries that are expected to perform well in 2024 and beyond, as well as industries that are at risk due to disruption and larger societal or economic trends. The introduction then outlines five major trends that could have significant impacts on the region and may continue to shape it until 2030. The first trend is nearshoring, with a focus on countries that will benefit the most from this trend. The second trend is the impact of artificial intelligence on various sectors in Latin America. The third trend is gig employment, which is discussed as a double-edged sword for the region. The fourth trend is increased regulation, specifically the threat it poses to fintechs, ride-sharing, and other disruptive businesses. Lastly, the introduction addresses the effect of climate change and new regulations on the energy grid. The analysis provided focuses on how these trends could affect specific industries such as payments, banking, financial services, consumer retail, energy, mining, and logistics in Latin America.