Four reasons why there’s still a rally to come
In October, I recommended it was time to start dipping your toes back in the market, especially in emerging markets (EM), given that it seemed that some of the volatility had subsided
Why I’m sticking with Mexico and buying Brazil
In October, I recommended it was time to start dipping your toes back in the market, especially in emerging markets (EM), given that it seemed that some of the volatility had subsided
‘Be the first to spot anomalies’: How int’l FAs can fend off criminal activity
You are looking into your book of business. One of your big accounts is having some problems with a very large security. The security is there in the books, but for some reason the system cannot price
Why I’m buying Mexico and Argentine bonds
Last month I wrote about the possibility of contagion in the emerging markets but since then things seem to have become a little more stable. No market has blown up and after no signs of contagion
How to navigate the EM contagion confusion
In my last report, I wrote that emerging markets were having a difficult moment. Despite some attractive valuations we only remained long the Mexico equity market. Our view was that the problems in emerging
Why I’m sticking with Mexico and giving up on energy
In principle, the stock market continues to be led by technology companies, and not only by ‘new’ firms such as Facebook, Netflix and Apple, but also by ‘old guard’ businesses such as Intel, Microsoft and Cisco, etc.