Tag Archives: growth

Argentina: Two confessions

I am going to confess an unpopular opinion: I am getting worried about Argentina.­ I am also going to confess to embarrassing naivety: I have been testing my hypothesis with the wrong bankers. But first, my concerns about Argentina. The … Continue reading

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Bankers searching for the positives after Dilma wins

The banking industry in Brazil thought another four years of Dilma Rousseff would be a disaster. Now she has been re-elected, have they changed their mind? The sight of a pro-opposition march down Faria Lima will live long in the … Continue reading

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Bankers tip Mexico to overtake Brazil

Enrique Pena Nieto’s victory in the Mexican presidential race is further encouraging bankers’ anda investors’ bullish stance on the future of the country’s economy. While the stock market had largely priced in the victorious candidate’s reformist agenda before the election … Continue reading

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