GXG: Colombia Cruising Through Tariff Turbulence

2025-05-21 12:45:09 ET

Summary

• GXG remains a Buy with a $33 target, as Colombia’s BRI move is unlikely to cause lasting damage to US relations or ETF holdings.
• GXG’s ~5% dividend yield and diversified exposure to Colombia’s top banks and energy firms provide attractive upside and insulation from geopolitical shocks.
• Anti-incumbent trends suggest a likely return to a US-aligned government in 2026, reducing long-term policy risk for GXG.
• Risks from US-Colombia tensions and BRI are overstated; Colombia’s trade, remittance, and FDI ties to the US remain strong and supportive for GXG.

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