Analysis On Fixed Income, Fx & Equity Markets

Concerns over a Greek default and a slowdown of the global economy have put downside pressure on Latin FX. While we believe that robust fundamentals remain supportive of our bullish... 2011-06-17

Peruvian markets have staged an impressive recovery since Ollanta Humala's victory in the presidential election on June 5 caused a sharp selloff across all asset classes. This underpins... 2011-06-10

Despite the large degree of policy uncertainty following the victory of Ollanta Humala in the Peruvian presidential election, we believe the positive investment outlook for the country... 2011-06-09

With just under 88% of the votes counted in the final round of Peru's presidential election, a victory by left-wing Ollanta Humala now looks almost certain. While a large degree of... 2011-06-06

With mounting pressure from Brazilian manufacturers to limit currency strength, we assess the impact the strong real is having on the country's non-commodities-based industries. Over... 2011-05-17

Six months after we outlined our 2011 macro/market strategy for the Latin America region, we take a look at which views have played out, and what we expect from macro developments over... 2011-05-12

Currencies across Latin American have been hit hard in recent days' trading by the combination of a resurgent dollar and sharp corrections in commodity prices. For the majority of... 2011-05-12

We maintain our cautious stance towards Latin American equities, but there are an increasing number of signs that the recent spell of weakness could be coming to an end. The technical... 2011-05-11

BMI View: Although considerable risks for both Argentina's and Venezuela's sovereign creditworthiness remain, we believe it is time for the spread between their respective 5-Year credit... 2011-05-10

From a technical perspective the near-term trajectory of the Chilean peso is looking shaky. After several days of downward momentum, the currency is now resting on support at the... 2011-05-06