LatAm Equities & Equity Strategy "Key Questions for Management in 2H26" Carvalho

研报英文原文证据摘录

LatAm Equities & Equity Strategy "Key Questions for Management in 2H26" Carvalho

Global Research

28 May 2026ab

LatAm Equities & Equity Strategy Equity Strategy

Latin AmericaKey Questions for Management in 2H26

Luciana Carvalho

Product Manager

Easy-to-use, one page-per-company tool for over 25 LatAm stocks luciana.carvalho@ubs.com

+55-11-2767 6524

To facilitate your conversations with management, we’ve compiled what we see as

the most important questions for investing in LatAm equities. The questions are Thiago Batista, CFA

Analystboth macro- and micro-oriented, and are tailored to the leading listed companies in

thiago.batista@ubs.com

Latin America. We touch on Banks, Non-Banks, Utilities, Oil & Gas, Transportation, +55-11-3513 6518

Capital Goods, Real Estate, Retail, Healthcare and TMT. Many of these companies

will participate at the UBS Latam Conference (London) on 9th & 10th June 2026. We Sunil Tirumalai

Strategist

hope you will be able to attend, but regardless, we trust you'll find this tool useful.

sunil.tirumalai@ubs.com

+91-22-6155 6080

EM Strategy View: OW Brazil and Neutral on Mexico

Alexandre de Azara

An extended Middle East conflict could still create a backdrop of higher oil prices, Economist

which tends to provide uplift in LatAm given its commodity exposure, in contrast to alexandre.azara@ubs.com

the rest of EM that remains more reliant on fossil fuel imports. While AI-driven +55-11-2767 6570

growth themes remain supportive globally, LatAm has limited direct exposure. Rafael De La Fuente

Within LatAm, we remain overweight Brazil, where valuations continue to look Economist

compelling despite strong performance in 2026. Unlike much of EM, which has seen rafael.delafuente@ubs.com