Mexico

We set an upside target for the Brazilian Bovespa index of 55,000 in April at 47,000, as both the fundamentals and technicals looked strong. While this target has been hit on... 2007-06-27

The sustained economic expansion in Latin America is feeding into real wage growth, which bodes well for the development of the domestic consumption story in the region. In particular,... 2007-06-26

Following on from the charts we ran last week of the BRL and MXN, highlighting the potential for short-term weakness, today we add the COP to the list. The BRL, COP and MXN have all... 2007-06-25

BMI View: A structural change in the demographic profile of both the Western world and emerging markets is underway. The dangers of 'demographic time-bombs' of rapid population decline... 2007-05-25

Two data releases in Argentina this week have served to underscore our long-held view of this year heralding the start of a wind down in economic activity - following four years of... 2007-05-18

Banxico 's surprise decision to hike Mexico's benchmark interest rate by 25 basis points to 7.25% in late April lent fresh momentum to the peso, which had already recovered considerable... 2007-05-10

With Mexico having joined the monetary tightening club (albeit unexpectedly) on April 27, with a 25bps increase in the benchmark rate to 7.25%, and Colombia hiking rates by 25bps... 2007-05-01

BMI View: Preliminary data from the first quarter of 2007 suggests that Latin American economic growth continued to be robust, despite fears of a concurrent slowdown in the United... 2007-04-23

The Mexican IPC index briefly hit our long-held 30,000 target yesterday before closing slightly lower. This level will present major resistance, in our view. We remain optimistic... 2007-04-17

Mexican inflation: Following on from our comments yesterday on the positive outlook for Mexican local debt, we are revisiting the dovish inflation view we posited three weeks ago.