EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Actinver Research - Walmex Post 2Q25: The Impact Is Done — Upgrade to Outperform
Post 2Q25 results, Walmex’s stock has been heavily underperforming (10.3% down) the MEXBOL (1.7% down), reaching its lowest level since late 2020.
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Actinver Research - Walmex Day 2025: Investments are the highlight (Quick View)
FY25 Guidance. Walmex is guiding a 20% YoY increase in Capex levels, leading to P$41.8bn, and a record level as a % of sales (at 4%) considering...
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Walmex De Mexico (WALMEX *) - Thursday, Oct 31, 2024
Walmex, largest retailer in Mexico and Central America with 3,901 stores, seen as well-run, high-quality business and long-term investment opportunity
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