Chile: wind of change Notes from the road

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Explore Chile’s evolving political and economic landscape, highlighting key opportunities and risks for investors. 

 

  • Copper & Lithium Dominance: Chile remains the world’s largest producer of copper and has the largest proven lithium reserves, critical for AI, decarbonization, and EV growth.
  • Political Shifts: The 2025 election may bring a center-right shift, potentially lowering capital costs and increasing foreign direct investment.
  • Market Valuations: Chilean equities have significantly de-rated due to political volatility but could benefit from economic stabilization.

Explore deeper insights and investment implications by accessing the full report.

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