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...]
As the rally in the more common emerging market assets starts to look shaky, I see a number of reasons to like what’s on offer in frontier markets, Africa in particular. To my mind, the two assets that really stand out are Nigerian equities, and the Ugandan shilling.
In the case of Nigerian stocks, I see [Read more...]
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