Fri Mar 5, 2010 17:25 UTC |
In this week’s podcast Mark Schaltuper (Head of Latin America Analysis) and Terry Alexander (Head of Country Risk and Financial Markets) discuss the return of risk appetite to global markets. Assessing recent moves and a stronger-than-expected bounce in developed markets’ equities, we explore potential opportunities and the implications for emerging markets.

Standard Podcast [12:46m]
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Tags: Dow Jones, emerging markets, equity rally, GBP, Ghana, INR, JPY, korea, KRW, Market Sentiment, mexico, MXN, Nigeria, peso, Risk Appetite, rupee, USD, won, yen
Posted in: Currencies, Equities, Financials, General, Podcast, US
Fri Nov 13, 2009 17:05 UTC |
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