Mexico Global Macro
Will NAFTA Renogotiatlon Help E-Commerce Retailers Or Hurt The Industry?
US negotiators in talks over the North American Free Trade Agreement (NAFTA) are pushing their Canadian and Mexican counterparts to significantly raise their limits...
AMLO On The Rise: Trump Not Only Factor That Could Derail NAFTA
Representatives of Canada, Mexico and the United States recently concluded in a fourth round of negotiations to revise the North American Free Trade Agreement...
Facebook’s Future Depends On Asia Pacific, Now Accounting For Over 50% Of Growth
Developing countries now make up 70% of Facebook's active users
Facebook (FB) is seeing strong growth opportunities in emerging market countries (EEM) in the Asia...
US Treasuries: Why China and India Is Buying, But Japan Is Not
China and Japan account for a combined 36% of all US Treasuries owned by foreign countries, according to the June 2017 data released in...
Mexico Gives Thumbs Down To US Treasuries, While These Emerging Markets Are Buying
The August edition of the Treasury International Capital (TIC) report released by the US Treasury Department, which contained data until June, was notable for...
Mexico Equity
4 Mexico Stocks Hit Hardest By Souring NAFTA Negotiations
Peso plunges on NAFTA Negotiations
Mexico continues to struggle under US President Donald Trump’s uncertain protectionist policies. The Trump administration is contemplating big changes to...
Facebook’s Future Depends On Asia Pacific, Now Accounting For Over 50% Of Growth
Developing countries now make up 70% of Facebook's active users
Facebook (FB) is seeing strong growth opportunities in emerging market countries (EEM) in the Asia...
Analyst Outlook: The Four Largest Telecommunications Stocks in Latin America
Moody’s outlook for the Latin American telecom industry
Mexican and Brazilian players primarily dominate the telecommunications sector in Latin America. However, experts remain bullish on...
Mexican Banking Boom: 3 ADRs Offering High Dividend Yields at Low Price Multiples
Mexico financial sector equity looks attractive from a valuation perspective
Mexican financial sector equities that are part of the iShares MSCI Mexico Capped ETF (EWW)...
5 Mexican ADRs With Attractive Valuations Since Trump Entered The White House
Mexican ADRs are commanding increased investor interest
Mexico’s stock market has been commanding increased investor interest ever since President Donald Trump set foot in the...
Mexico Fixed Income
Negotiations Over NAFTA Are Weighing On Mexico’s Currency And Bonds
Mexico has been an anomaly in Latin America when it comes to monetary policy this year. All its major peers – Brazil, Peru, Chile,...
Mexico Political Risk
Mexico: AMLO’s So-Called Fourth Transformation Veers into Risky Territory
Approaching Mexico City’s Benito Juarez International Airport by air I catch a glimpse of a beetle-like shape etched into the ground on the outskirts...