Latin America
Costa Rica / Economy
Despite high volatility in recent weeks, the Costa Rican colón has rallied over the last few months, strengthening 2.3% from its October 2011 low of CRC521.25/US$, and we believe the unit has potential for further upside in the short term. In line with this view, we have revised up our average and end of period forecasts for 2012 slightly from CRC525.00/US$ and CRC533.00/US$ to...
2012-01-24Brazil / Economy
The technical picture for the Brazilian real is strong at present, with longer-dated charts also suggesting that the unit will perform well against the US dollar over the next few weeks...
2012-01-20Brazil / Economy
We are reiterating our constructive view on Brazilian and Colombian equities (see our online service, January 5, Asset Class Strategy), which was based on their attractive valuations...
2012-01-18Analysis On Fixed Income, Fx & Equity Markets
Brazil
We are reiterating our constructive view on Brazilian and Colombian equities (see our online service, January 5, Asset Class Strategy), which was based on their attractive valuations...
2012-01-18Colombia
The strong performance of Colombia's benchmark equity index on January 10, when it broke above major resistance at the 13,000 level, was followed by a slight retracement on January...
2012-01-11Colombia
Colombia's weak consumer price inflation print for November, at just 0.14% month-on-month, supports our out-of-consensus view that the next move from the central bank (BanRep) will...
2011-12-08Although there is still much uncertainty as to the outcome of the December 9 eurozone policy meeting, some Latin American financial markets are looking pretty strong at the time of...
2011-12-07Argentina
BMI View: Our proprietary sovereign risk rating scores appear broadly in line with market sentiment, although compared to the major ratings agencies we are more pessimistic about...
2011-09-29Argentina
BMI View: While the top half of our sovereign risk ratings has seen little change since last quarter, in the bottom half we believe there are a handful of economies that are facing...
2011-07-07Argentina
BMI View: Latin America's sovereign risk credentials continue to improve overall, boosted by broadly strong growth rates and high commodity prices. However, we caution that the outlook...
2011-02-09BMI View: Robust economic recoveries have seen a continued improvement in the ability of Latin American sovereigns to service external debt obligations. However, large external imbalances...
2010-02-18Costa Rica
Despite high volatility in recent weeks, the Costa Rican colón has rallied over the last few months, strengthening 2.3% from its October 2011 low of CRC521.25/US$, and we believe the...
2012-01-24Brazil
The technical picture for the Brazilian real is strong at present, with longer-dated charts also suggesting that the unit will perform well against the US dollar over the next few weeks...
2012-01-20Chile
The Chilean peso's recent break of short-term resistance around CLP517.00/US$ suggests that we could see the unit appreciate further in the coming months before coming up against resistance...
2012-01-12Peru
Despite recently breaching resistance at PEN2.70/US$, and performing stronger than other regional currencies in spite of volatile global conditions, we believe the Peruvian nuevo sol...
2011-12-08
