Brazil (~60% of GMV) and Mexico sovereign signals outweigh Argentina improvement in aggregate portfolio exposure. EM-wide regulatory and political risk signals rising.
Thesis reviewed May 29, 2026
MercadoLibre is headquartered in Argentina, which is currently showing moderate signals.
π¦π·Argentina63NEUTRALView Argentina risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β93% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β93% | AVOID |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β94% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β94% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β94% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β93% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β94% | AVOID |
Investors who hold MELI may also have indirect exposure through these country funds.
BCRA reserves: negative net position for 3rd consecutive week β ARS devaluation risk rising
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Buy | Unknown amount | Jun 10, 26 | ||
| Gilbert CisnerosCA | Buy | $1kβ$15k | May 14, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 25, 26 | -2.7% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Mar 16, 26 | -2.7% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 30, 26 | -14.7% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Dec 24, 25 | -21.1% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Dec 10, 25 | -22.2% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Nov 15, 24 | -14.6% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | -1.5% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | May 1, 24 | +6.0% |