James Bosworth on What Comes After Lula's Stunning Win
THE SO WHAT
Latin American political risk just got less predictable for operators who had been planning around a rightward 'orange wave'—Lula’s win in Brazil and María Corina Machado’s re-emergence in Venezuela point to a more fragmented, faster-shifting landscape. If you have exposure in the region, scenario plans need to assume sharper policy whiplash on trade, energy, and tech regulation over the next 12–24 months, not a single stable alignment.
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