Colombia: Value, Votes, And A Venezuelan Tailwind

2026-02-28 21:55:00 ET

Colombia, priced for pessimism but positioned for recovery, offers an attractive asymmetric opportunity. Trading below 9 times earnings with a ~7% dividend yield, the market’s depressed valuation reflects policy uncertainty and macro headwinds under soon-to-be former President Petro. Upcoming elections could catalyze a shift back toward center-right leadership, potentially driving a re-rating similar to Argentina’s recent experience. Beyond valuations and politics, a medium-term recovery in Venezuela could represent additional upside, as renewed trade and supply chain integration could add meaningfully to Colombia’s GDP growth. ...

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