Mexico

As As BMI had suggested on various occasions, local debt has been the name of the game in Latin America since late 2008, and should continue to outperform other assets classes well... 2008-12-29

BMI View: We have grown extremely bearish on Latin America's growth prospects as the region faces a darker age of lower commodity prices, stricter financing, and waning demand. In... 2008-12-23

It appears that the recent relief rally for equity markets is running out of steam, and we believe that, in line with our general bearish outlook on LatAm stocks, bourses across the... 2008-12-23

BMI View: We have grown extremely bearish on Latin America's growth prospects as the region faces a darker age of lower commodity prices, stricter financing, and waning demand. In... 2008-12-23

BMI View: Ecuador's outright suspension of external debt payments, which has triggered the first major default since Argentina in 2001, will inevitably put Latin America's sovereign... 2008-12-15

One chart that merits attention is the Mexican peso/Chinese yuan cross rate. Since 2002, MXN/CNY has moved decisively in the yuan's favour by roughly 80% to MXN1.9540/CNY, smashing... 2008-12-11

BMI View: As BMI has alluded to for some time, 2009 is gearing up to be all about disinflation, as concerns over price pressures give way to falling consumer confidence and sluggish... 2008-12-05

After Monday's turbulent start to the week, here are our views on several stand-out charts spanning across the asset class spectrum of equity, fixed-income, and

One of the more worrying trends starting to surface in Latin America this year has been the softening of industrial production (IP) across the region. Indeed, the chart below depicts... 2008-12-01

With the US Fed's US$800bn capital injection offering a reprieve for global markets this week, we believe that there could be room for the Brazilian real and Mexican peso to regain... 2008-11-26