Germán Serrano
On the program “Más que Números” (More Than Numbers) on Radio Infinita, Germán Serrano, strategy manager at Vantrust Capital, analyzed the market reaction following the announcement of President-elect José Antonio Kast’s cabinet.
He explained that country risk is at pre-pandemic levels, standing at 80 basis points, reflecting the local market’s anticipation that a significant portion of the policies that could be implemented during the next administration will be effective.
He also highlighted that the strategy adopted by the incoming government, centered on what they call an “emergency government,” with a priority focus on growth and employment, has been well received by the market. In this context, he noted that there is still room for the stock market and other assets to continue offering solid returns, even in the face of unforeseen events.
Regarding the economic team, he indicated that the resumes and proposals presented by the main heads in economics are credible, so the initial perception is favorable, although he recalled that the year began with a 6% increase in the stock market, after an increase of more than 50% during 2025.
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