economy
diciembre 23, 2025
La política fiscal se mantiene como la principal preocupación de los inversionistas en el mercado local
El Carf prendió alertas por el gasto, la deuda y el déficit. Foto: Imagen de ChatGPT
TL;DR
- Fiscal policy is the main concern for Colombian investors heading into 2025, with uncertainty weighing on market decisions.
- Inflation is expected to continue its downward trajectory but will likely remain above the long-term target until 2026.
- Monetary policy is expected to remain cautious, with gradual interest rate cuts anticipated from March 2026.
- The exchange rate is projected to remain within a limited range, indicating no severe short-term currency volatility.
- The oil market is not seen as a significant factor for concern, with Brent prices expected to remain stable.
- Investors are showing a preference for traditional, large-market-cap stocks perceived as more defensive.