Mexico: GEM Funds Wrong-Footed After Election Results.
Pre-election bullishness towards Mexico was at it's highest ever levels in the run up to the election. Managers must now assess whether the new...
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Mexican Banks’ August Data and Trends – as Good as It Gets?
Bank sector trends to August continue to be robust, but potential challenges lie ahead; tightening credit spreads and a potential NPL worsening; we...
363 Views
Mexican Banks’ September Data Looks Benign, but Not Without Potential Challenges
Mexican banks data to September are healthy, but rising funding costs threaten credit spreads, and any potential GDP slowdown could worsen consumer...
295 Views
Boost Research
Low GDP Growth and an Emboldened AMLO; Bad News for Mexican Banks
We see AMLO's emboldened populist project as a clear threat to bank sector returns Loan growth is slowing, in part as a consequence of sluggish...
652 Views
Boost Research
Mexican Finance Minister Resigns - Policy Risks Rising?
Carlos Urzua, Mexico's finance minister, resigned yesterday citing many differences of opinion on public policy decisions and discrepancies in...
645 Views