Locals see Opportunity in LATAM

We have previously highlighted that despite the global equity selloff there has been only a marginal decline in flows to emerging market equity ETFs, which suggests that investors remain committed for the time being. We have dug further into fund flows for Brazil and...

Emerging Markets: Turkey and Mexico Beaten Up

One of the main promises of Trump’s campaign was building a wall with Mexico that the Mexicans would pay for as well as renegotiating NAFTA.  Mexico’s stock market in dollar terms is now back to 2009-10 levels.  Investors are pricing in an awful lot of bad news. ...