Mexico

BMI View:The Mexican banking sector has come a long way from the peso crisis of the early 1990s, largely thanks to the political and economic stability since 2000. Even today with... 2008-06-25

Not many EM equity markets are looking attractive right now, and Latin America's 'big two' are a case in point. Despite showing remarkable resilience in 2008 to date, Brazil's Bovespa... 2008-06-24

The tone for Latin America equity markets is likely to be more subdued in H208, as heightened inflationary risks, monetary tightening, US economic uncertainties and question marks... 2008-06-12

BMI View: By leaving rates on hold so far this year, Mexico's central bank, Banxico, is walking an inflation tightrope. With headline CPI reaching a 4½-year high of 4.95% y-o-y in... 2008-06-11

One of our top EM FX picks in 2008 has been the Mexican peso's recent bull run. Underpinned by a resilient economy, high global oil prices and a hawkish central bank, the currency... 2008-06-06

BMI View: With inflationary pressures showing no sign of letting up across much of the region, local debt markets will continue to underperform, in our view. Until central bankers... 2008-06-04

Given the gloomy inflation scenario, we remain pessimistic on the peso-denominated benchmark 10-Year MBono local paper. Yields on the 10-year benchmark continue to edge up to a... 2008-05-28

Since we started talking up the Mexican peso's prospects at the beginning of April, the currency has come into its own, bursting through 10-year resistance at MXN10.60/US$ to trade... 2008-04-18

Since we started talking up the Mexican peso's prospects at the beginning of April, the currency has come into its own, bursting through 10-year resistance at MXN10.60/US$ to trade... 2008-04-18

The Mexican peso has been slowly appreciating from a low of MXN11.70/US$ since Q104, trading within a range of MXN10.60-11.50/US$ since Q106. In the short term, we expect the currency... 2008-02-21