Market Strategy - Latin America Asset Class Table - 29 APR 2013
Latin America Asset Class Table
April 2013 Analysis
Market Strategy - Shilling Holding Up, But Pressures Mounting - 29 APR 2013
Despite several factors which have limited the availability of foreign exchange in Uganda, the shilling has remained remarkably resilient to depreciation, having strengthened by 3.3% since the...
Global Market Views - Middle East And Africa FX Forecasts - 29 APR 2013
Middle East And Africa FX Forecasts
Global Market Views - Middle East And Africa Interest Rate Forecasts - 29 APR 2013
Middle East And Africa Interest Rate Forecasts
Global Market Views - Africa Asset Class Strategy - 29 APR 2013
Africa Asset Class Strategy
Market Strategy - Regional Equity Strategy - 29 APR 2013
We have added a bullish view on Kenyan banks to our regional asset class strategy table. It sits alongside a broader bullish view on Kenyan equities Despite a retracement in recent weeks, we retain...
Market Strategy - Sideways Trading Before H213 Sell-Off - 29 APR 2013
A substantial drop in copper prices has pushed the Chilean peso to one of its weakest levels this year, but we expect the unit's sell-off is for the most part to be over for now, as our Commodities...
Market Strategy - Global Rebalancing Points To Further MXN Outperformance Over BRL - 29 APR 2013
Global rebalancing pressures and our positive outlook on Mexico's economic growth story mean that we continue to favour the Mexican peso over the Brazilian real over the long term. This has been a...
Economic Analysis - Market Sentiment Echoes BMI View On Easing - 29 APR 2013
Chile's six-month interest rate swap is now pricing in a cut to the Banco Central de Chile's (BCC) monetary policy rate, reaffirming our long-held view that we will see monetary easing this year...
Market Strategy - Potentially Closing Fixed Income View - 22 APR 2013
BMI View: Our bullish view on Nigerian fixed income has played out very well over the past 12 months, however we believe that most of the gains have likely played out, with limited room for further...