Argentina
Economy
In the end, Argentina's mid-term election results proved worse for President Cristina Fernández than even we had previously anticipated. Not only did her ruling Frente para Victoria...
2009-06-30Economy
Two relative value plays in Latin America's credit default swap (CDS) market continue to look attractive to us from a medium-term perspective. In the higher-rated sovereign space,...
2009-06-10Economy
We are sticking with our view that the Argentine peso will continue to sell off over the course of the year towards our ARS4.8000/US$ target. The Banco Central de la República Argentina...
2009-06-08Economy
One spread we keep a close eye on in Latin America's credit space is Argentina's 5-Year CDS over Venezuela's. As one would expect given their respective 'E-' scores in our proprietary...
2009-06-03Economy
Regular followers of BMI's Daily Financial Alert will be aware of our recent optimism on Latin American financial markets. Based on attractive valuations and the return of investor...
2009-04-07Economy
With Q209 upon us, we believe it may be time to take a closer inspection of Latin equities - an asset class we have been defensive on since the second half of last year. We note that...
2009-04-01Economy
The Argentine peso should continue to grind lower against the US dollar in the months ahead, given our belief that the central bank, Banco Central de la República Argentina (BCRA),...
2009-03-11Economy
Equity indices across Latin America have taken a serious beating at the start of the week, as more bad news from the US financial sector has seen global financial market volatility...
2009-03-03
