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...]
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...]
With the economy taking a knock from global headwinds - and President Lula set to leave office in 2010 - can Brazil retain its place amongst the EM elite?
Mark Schaltuper, Latin America country risk analyst at Business Monitor International, explains why he is still excited about the Brazilian growth story, and which are the best [Read more...]
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