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Buy Mexican Bonds, Not Stocks

07:00am, Friday, 04'th Dec 2020
Mexico has been through tumult over the past two years, making the country attractive for fixed income, and so-so at best for equities.
EWW is a popular Mexican equity tracker with circa $1 billion in assets under management. The largest sector exposure is Consumer Staples. Both consumer and business sentiment appear to remain weak in

Don't Expect Miracles From The Multilaterals

05:41am, Friday, 11'th Sep 2020
With Latin America and the Caribbean potentially facing years of difficulties due to the pandemic and related economic crises, attention has shifted to what multilateral institutions might do to help.
Cement giant Cemex may seem like an attractive way to play an economic recovery. The new North American trade agreement should bring more business on both sides of the border, benefiting Cemex signifi
Latin America and the Caribbean have become the new COVID-19 global epicenter. The human cost has been tragic, with over 100,000 lives lost. The economic toll h
Mexico has been in a brutal 7-year bear market; the company's primary ETF has plunged 50% since 2013. This has created a great deal of value in specific names.

Follow Goldman, Buy These Latin America ETFs

06:00pm, Tuesday, 26'th May 2020
Goldman Sachs expressed hopes for some Latin American countries, especially Brazil.
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