Posts Tagged ‘Chile’
Tue Aug 17, 2010 17:25 BST |
Massive capital inflows across South America raise the spectre that authorities throughout the region are about to impose capital controls. Support for exporters appears to be the main reason for such intervention, but fears over a rapid withdrawal of ‘hot money’ in the event of another ‘double-dip’ also appear to be a factor.
Risk Watchdog believes [Read more...]
Tags: Brazil, Capital Controls, central banks, Chile, Colombia, Equities, export competitiveness, Fixed Income, FX, FX Intervention, Latin America, monetary policy, Peru, Trade
Posted in: Latin America
Fri Aug 13, 2010 15:00 BST |
On this week’s Business Monitor Podcast, we continue our theme of ‘top emerging market picks’ with a focus on Latin America. BMI’s Head of Country Risk and Financial Markets Justin Patrie discusses the region with Head of Latin America Analysis Richard Hamilton and Latin America Analyst Martha Stickings. Specific countries discussed include Colombia, Brazil, Panama [Read more...]

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Tags: Brazil, Caribbean, Central America, Chile, Colombia, Currencies, Dominican Republic, Equities, Fixed Income, growth, Latin America, mexico, Panama, Peru, peso, real
Posted in: Currencies, Equities, Financials, General, Geopolitics, Latin America, Podcast, infrastructure
Fri Jun 11, 2010 17:02 BST |
Against an increasingly challenging global economic backdrop, Richard Hamilton, Head of Latin America analysis at Business Monitor International, outlines three core themes for the region. Having been among the first regions to emerge from the global economic downturn in 2009, we take a look at the likely impact of a double-dip in China and an [Read more...]

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Tags: Argentina, Base Metals, Brazil, Caribbean, Central America, Chile, China, Double Dip, Hugo Chavez, Latin America, local debt, Lula, mexico, parallel rate, Peru, US economic weakness, Venezuela
Posted in: China, General, Latin America, Podcast, Political Risk, US
Mon May 10, 2010 17:17 BST |
It is too early to call the peak in Latin American equities, especially when there is so much liquidity floating around. However, recent price action combined with macro concerns imply that another significant downleg may not be far off. Since the start of the year LatAm stocks have been the EM outperformers, but while Risk [Read more...]
Tags: Brazil, Chile, Colombia, Equities, Latin America, mexico, Peru
Posted in: Equities, Financials, General, Latin America
Wed Feb 10, 2010 16:24 GMT |
After a rough 2009, Mexico’s economic fundamentals look set for a breather over the next couple of months, as exports, manufacturing and unemployment levels continue to benefit from unprecedented fiscal stimulus north of the border. If the US Federal Reserve opts to keep the monetary floodgates open for a while longer, this could translate into [Read more...]
Tags: Brazil, Brazilian real, CDS, Chile, Chilean peso, Colombia, financial markets, fiscal, Fiscal Stimulus, Latin America, Mexican peso, mexico
Posted in: Latin America
Wed Dec 9, 2009 15:31 GMT |
Fiscal deficit management and debt sustainability are two vital economic themes right now, given that governments across the world have been boosting public spending to reinvigorate their economies. In this respect, two charts immediately grab my attention. These charts appeared in Business Monitor Online earlier today, and in BMI’s weekly Emerging Markets Monitor magazine.
The [Read more...]
Tags: CDS, Chile, Credit Default Swap, Debt, fiscal deficit, Greece, sovereign creditworthiness, Turkey, UK
Posted in: Emerging Europe, Eurozone, General, Latin America, UK
Fri Nov 13, 2009 17:05 GMT |
Risk Watchdog and his colleagues at Business Monitor International (BMI) have grown very bullish Latin American currencies. Three views in particular stand out and form part of the BMI Global Key Market Views portfolio:
Last Friday, my colleagues at BMI initiated a long Chilean peso/short US dollar view, which hit the initial CLP510.00/US$ target within days, [Read more...]
Tags: Argentina, Brazil, BRL, Bullish, Chile, CLP, Forex, FX, Japan, JPY, Latin America, NDF, peso, real, US dollar
Posted in: Currencies, Financials, General, Latin America