September 2014 Analysis

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Market Strategy - Preferring Brazilian Equities Over Mexican And Colombian - 22 SEPT 2014

We continue to see multi-quarter upside for most Latin American benchmark equity indices, but we expect a period of consolidation in most markets in the coming weeks, following significant gains since March. Above-average valuations will limit upside for Mexican equities across most sectors, both in the near term and over a multi-month period. However, we expect consumer staples stocks to...

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