Category: 2014 March / April

Currency volatility means foreign investors are shying away from local government bond markets — exaggerating differences between countries. By Eduardo García

Emerging markets are facing a growth crisis which will have huge implications for financial stability. Latin America is far from immune. By George Magnus

Latin America’s capital markets are facing a sell-off in emerging markets as indiscriminate as the bull phase it succeeded. But as returns dwindle, asset buyers will have to become more discerning.
By Dominic O’Neill

Mexico’s president has stormed through his first year in office, winning legislative approval for a reform package that could transform Mexico’s economy. By Lucy Conger

Island in the sun

In the face of a turning economic cycle, finance ministries that most impressed addressed not just that challenge, but also took steps to bolster longer-term growth. By Katie Llanos-Small

The sweeping view approach to emerging market investing often makes for strategies that are easy to understand — and easy to sell. Take Morgan Stanley’s idea of a “Fragile Five” […]

As benchmark rates wobbled in 2013, careful management of sovereign debt became paramount for Latin American countries. By Katie Llanos-Small

An imperfect science

Syndicated loans and Japanese investment reflect a borrower-friendly deal environment. But not everyone is happy about it — and an adjustment could be imminent. By Karen Schwartz