Mexico
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...
2012-01-18Economy
We believe that the bounce is over for the Mexican peso in the short term and forecast that it will end the year around current levels, though for now a slump back to MXN14.00/US$ is...
2011-10-21Economy
Our neutral stance towards Mexico's benchmark IPC equity index is reinforced by its weak technical picture and valuations, which in our view still appear too expensive. That said, we...
2011-10-20Economy
In early August we suggested that the steepening in Mexico's peso-denominated (MBono) sovereign yield curve was a sign of investor concerns about the long-term health of the Mexican...
2011-10-18Economy
Although we maintain our neutral stance towards Mexico's benchmark IPC equity index, which has fallen by almost 15% since the beginning of 2011, it is not all bad news for Mexican equities,...
2011-10-05Economy
In our view, Mexico's IPC equity index could start looking attractive in the short term, as deeply negative global investor sentiment begins to unwind, the US economy continues in...
2011-09-29Economy
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...
2011-09-29Economy
After selling off aggressively against the US dollar over recent weeks, both the Brazilian real and Mexican peso are currently experiencing some retracement which could well continue...
2011-09-26



