LIBRARY
Strategic intelligence
Sector Briefs, Investment Thesis, and Country Report. All VeneEconomist knowledge in one place.
Energy
The oil opening in numbers. Regulatory framework, production, OFAC licenses, and the players positioning themselves.
Finance
Banking, fintech, stablecoins, digital payments and credit. What works, what doesn't, and where the opportunity lies.
Macro
The macroeconomic outlook evaluated for the investor. GDP, inflation, exchange rate, budget and monetary policy.
Country Risk
Multidimensional assessment: political, regulatory, operational, fiscal, sanctions, legal, social and FX.
Sectors
SEZs, manufacturing, foreign trade and telecommunications. The non-oil economy under the microscope.
Investment Thesis
Enter oil now?
7 permanent OFAC licenses. Reformed law with arbitration. Production above 1M bpd. Risk: PDVSA debt and logistical bottlenecks.
$20B in USDT without regulated custody
73% reserve requirement compresses formal banking. Crypto dominates exchanges. Opportunity in fintech and dollar credit.
SEZs as the gateway
100% ISLR refund for 6 years. Non-oil GDP +13.9%. The lowest labor cost in the hemisphere.
Gold, minerals and GL 51
GL 51 authorizes gold. Mining Law in second reading. Mining Arc unexplored by institutional capital.
The assessment no one else does with this granularity
8 risk dimensions evaluated individually. Composite rating BB- with positive outlook. Reforms heading in the right direction but debt is a minefield.