Analysis On Fixed Income, Fx & Equity Markets

We still like a number of Latin American equity markets from a fundamental perspective, with Chile's benchmark IGPA standing out as one of our favourites over the medium term. This... 2011-05-03

With a host of key Latin American currencies strengthening considerably against the US dollar in recent weeks we believe the rally may be about to take a breather. While we still... 2011-04-28

In line with our long-held bullish stance for the Chilean peso the unit hit a 3-year high of CLP462.67/US$, strengthening some 4.5% against the greenback in the last 25 days. In line... 2011-04-27

The most recent voting intention poll to come out of Peru confirms our view that the final result remains very difficult to call, given that only 6 percentage points (pp) separate Ollanta... 2011-04-26

It has been a volatile week for equity markets across the board, as global investor sentiment towards risky assets seesawed. In our view, such times of heightened uncertainty - on... 2011-04-21

It has been a volatile week for equity markets across the board, as global investor sentiment towards risky assets seesawed. In our view, such times of heightened uncertainty - on... 2011-04-21

Brazil's robust macroeconomic performance and strong growth outlook has not been reflected in the performance of the benchmark

The Colombian peso continues its bullish trend, smashing the COP1,800/US$ resistance to reach COP1,787/US$ on yesterday's announcement that the Venezuelan ban on Colombian agricultural... 2011-04-20

We are turning neutral towards Venezuelan external debt due to a deterioration of the technical picture on the benchmark US$ Global 27 bond and mounting fundamental concerns. We had... 2011-04-19

The two candidates for the Peruvian run-off presidential election on June 5 have now been confirmed as Ollanta Humala and Keiki Fujimori. Humala emerged from the first-round vote as... 2011-04-14