Posts Tagged ‘Colombia’
Wed Feb 9, 2011 16:37 GMT |
While my colleagues at Business Monitor believe developed-state equity markets will outperform EM equities in 2011, they still believe it is still too early to call the end of the EM equity rally, and I tend to agree with them. True, many Latin American bourses look expensive, and this contrasts starkly to developed states, where… [Read more]
Tags: Bovespa, Brazil, Colombia, Commodities, developed markets, emerging markets, Equities, inflation, IPC, Latin America, mexico, real GDP growth
Posted in: Latin America
Thu Dec 16, 2010 16:13 GMT |
Several developments in 2010 will linger well into 2011. My colleagues and BMI’s Oil and Gas Team see industry majors continuing their push into deepwater drilling and unconventional hydrocarbons, while cash-rich national oil companies keep looking for upstream opportunities. Depressed US gas prices are unlikely to move significantly in 2011, while Asia-Pacific remains the LNG… [Read more]
Tags: Africa, BRICs, Colombia, drilling, Europe, Gas, Ghana, hydrocarbons, Iran, Iraq, LNG, mexico, Middle East, Nabucco, oil, Poland, projects, Qatar, shale
Posted in: Africa, Asia, Commodities, Emerging Europe, FDI, General, Latin America, Middle East, oil and gas, Political Risk, US
Thu Sep 9, 2010 17:32 GMT |
While my bullish Latin American fixed income views have played out really well of late, other Latin American asset classes have been much harder to call. A case in point has been Brazil’s Bovespa equity index which, despite the rapid sell-off in April and May is trading pretty much where it started the year. I… [Read more]
Tags: BanColombia, Bovespa, Brazil, Chile, China, Colombia, Ecopetrol, Ecuador, emerging markets, Equities, Global Financial Crisis, IGBC, IPSA, Latin America, oil, Pension Funds, Venezuela
Posted in: Equities, Financials, Latin America, oil and gas, Political Risk
Wed Aug 25, 2010 14:25 GMT |
On this week’s Business Monitor Podcast we assess the outlook for global treasury markets. 2010 has thus far been a gangbusters year for treasuries and the implications for interest rate and inflation expectations has heavily reinforced our core macroeconomic outlook for a major downturn in global demand growth. Key questions addressed in the podcast include:… [Read more]

Global Treasury Markets: How Low Can Yields Go? [19:14m]:
Play Now |
Play in Popup |
Download
Tags: 2s10s, Bonds, bund, Colombia, Equities, euro, Fixed Income, flattener, Germany, ireland, Mbono, mexico, treasuries, United States, yield curve
Posted in: Asia, Currencies, Emerging Europe, Equities, Eurozone, Financials, General, Latin America, Podcast, UK, US
Tue Aug 17, 2010 17:25 GMT |
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… [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 GMT |
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]

Standard Podcast [13:31m]:
Play Now |
Play in Popup |
Download
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, infrastructure, Latin America, Podcast
Tue Jun 22, 2010 15:02 GMT |
One of my core Latin American views for some time now has been that political risk will be a key determinant of which countries out- and underperform over the medium term. In this respect, the landslide victory for Juan Manuel Santos in the second round of Colombia’s presidential election on Sunday represents a strong positive… [Read more]
Tags: Argentina, business environment, Colombia, Colombia peso, Economy, equity markets, Forex, Political Risk, Venezuela
Posted in: General