India's 7.8% Q1 GDP beat headlines the broader emerging market growth narrative, but the real beneficiary is MercadoLibre — Latin America's dominant e-commerce and fintech platform — which directly captures accelerating consumer spending in Brazil and Mexico where tariff contagion is structurally less severe than in U.S.-exposed industrials, and where digital payment penetration is still in early innings. Scored on the close 7 days out. If MELI does not move 4.0% in my favour by then, this is a miss.

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