Chile & North Andean Research Weekly Brief: Equities reaction to elections; Fintech Pomelo in Chile; Prex in Peru; Ongoing rise in CPI in Colombia; Copper output falls

研报英文原文证据摘录

Chile & North Andean Research Weekly Brief: Equities reaction to elections; Fintech Pomelo in Chile; Prex in Peru; Ongoing rise in CPI in Colombia; Copper output falls

Global Research

15 June 2026ab

Chile & North Andean Research Equities

Latin AmericaWeekly Brief: Equities reaction to elections;

Olavo ArthuzoFintech Pomelo in Chile; Prex in Peru; Ongoing

Analyst

olavo.arthuzo@ubs.comrise in CPI in Colombia; Copper output falls

+55-11-2767 6306

Andrea Casaverde

Economist

Chart of the week — How equities reacted to political inflection points andrea.casaverde@ubs.com

In the midst of concurrent electoral cycles across the Andes, the equity markets in +1-203-713-2515

Colombia and Peru have presented a unique opportunity to observe how political Thiago Batista, CFA

uncertainty is repriced in real time. Considering the week after each Sunday’s Analyst

outcomes, both markets registered positive reactions; albeit with markedly thiago.batista@ubs.com

different intensities. In Colombia, the performance during the week of June 1 saw +55-11-3513 6518

the COLCAP index rise by ~3%, with Colombian equities broadly outperforming the Beatriz Shinye

broader market, including Grupo Aval (+4.1%), Ecopetrol (+3.7%), and Grupo Cibest Associate Analyst

(+3.3%). The market's optimism appeared to stem from a clearer-than-anticipated beatriz.shinye@ubs.com

first-round outcome, which narrowed the spectrum of potential electoral scenarios +55-11-2767 6569

heading into the runoff. Conversely, Peru experienced a far more pronounced

reaction. The performance during the week of June 8 shows the S&P/BVL index

soared by ~9%, outperforming Colombia’s index movement by more than threefold,

with Peruvian financial equities leading the rally (IFS +21%, and Credicorp +15%).