Analysis On Fixed Income, Fx & Equity Markets
Brazil
Risk appetite made a striking comeback towards the end of last week, and we are turning outright bullish Brazilian stocks and the Mexican peso, initiating both views in our Key Market...
2010-03-08Brazil
A renewed boost of confidence in Brazil's economy has seen the government's US$ Global 2027 bond rally in recent trading, with the yield on the instrument compressing towards 6.1%...
2010-03-02Venezuela
The Venezuelan stock market has come under some corrective pressure in recent weeks, undoing much of the thrust seen in the immediate aftermath of the bolivar devaluation. The benchmark...
2010-02-26Nicaragua
BMI View: We expect the political temperature to rise in Nicaragua in 2010, as President Daniel Ortega ploughs forth with his controversial re-election plans. Any further attempts...
2010-02-26Brazil
Varying asset classes across Latin America have made a considerable comeback in recent weeks, following the initial resurfacing of risk aversion among global investors in late January....
2010-02-23Chile
Our short-term bullish stance on the Chilean peso continues to play out nicely, following a heavy sell-off in the currency in late January. Among Latin currencies, the peso looked...
2010-02-16Brazil
Despite the recent bounce in global equity markets, we maintain our bearish bias towards Latin American stocks over the medium term, and are currently looking for short-term resistance...
2010-02-10Brazil
Following a sharp sell-off in recent weeks, we believe that several key Latin American currencies are now looking highly oversold, suggesting to us that some regional units could...
2010-02-09
