Fri Mar 5, 2010 17:25 GMT |
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
Mon Jul 21, 2008 14:51 BST |
Risk watchdog’s call of a 25bps hike in Mexico’s benchmark interest rate to 8.00% on July 18, based on poor inflation data and rising price expectations, proved correct, and supports the long-held bullish stance towards the Mexican peso. The hawkish decision by Banxico helped the peso break five-year highs of MXN10.22/US$, pushing on towards my [Read more...]
Tags: Banxico, currency, economic downturn, exchange rate, inflation, interest rate, mexico, MXN, oil, oil prices, peso, trade deficit
Posted in: Financials, General, Latin America