Mexico

The Mexican peso has been hit harder than most regional currencies in recent trading, and with risk aversion still gripping global markets we anticipate further short-term losses against... 2010-08-24

With global markets starting the week on a very shaky footing, our long-standing bearish bias towards the Brazilian Bovespa and the Mexican IPC equity indices remains firmly in place.... 2010-07-19

Our view that global equities could be on the verge of rolling over is starting to play out, with stock markets across Latin America tumbling at the start of trading on June 29 on the... 2010-06-30

Our key regional FM strategies of late has been a marked wariness towards Latin American equities. Having been the EM outperformers in the early part of this year, we believe key regional... 2010-05-18

With shockwaves from the sovereign crisis in Europe sending investors running for the safety of the US dollar, LatAm currencies have suffered losses across the board against the greenback... 2010-05-06

We have been highlighting for some time now that the foremost threat to our generally bullish macroeconomic outlook for Latin America comes from the prospect of a double dip downturn... 2010-04-28

Global headwinds are building and we continue to hold to our cautious view on financial markets, first outlined in mid-April, when we chose to hold off a bullish position on Brazilian... 2010-04-28