Posts Tagged ‘IPSA’

Latin American Equities – Still Loving Colombia

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]

Latin Stocks Running Out Of Steam

The rally in Latin stocks since the lows of October 2008 has been nothing short of incredible. Some of the markets have risen by over 100%, and viewing the moves in dollar terms, the gains have been even more impressive/absurd. With such huge gains, it begs the question to Risk Watchdog of whether this is… [Read more]


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