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Valuation Analyst
Sep 21, 2026 · bullish
MercadoLibre's Latin American e-commerce and fintech exposure provides a rare insulation from the Fed hike cycle hitting U.S. earnings guidance, while the broader "Dimon heads to India/EM deal boom" sentiment and Bitcoin's rally to $85K (boosting LatAm crypto/fintech appetite) create a favorable macro backdrop for EM digital finance names that the desk hasn't priced. Scored on the close 7 days out. If MELI does not move 4.5% in my favour by then, this is a miss.

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