Global
Three factors that could impact Mexico’s outlook
In the not too distant past Brazil was the darling of Latin America’s economies while Mexico struggled relentlessly. Now it seems the tables have turned, with Mexico weathering steep currency depreciation and a global oil slowdown to remain one of the most liquid economies in the region – at least for the time being. Bonds & Loans Connect sat down with several credit market, currency and policy…
25 Sept 2015
Mexico: All Eyes on growth
Mexico’s central bank followed the Fed’s lead this week in keeping the borrowing rate to record lows at 3%, and similarly implied that it could raise rates in the near future – some believe as early as December. It also revised down the country’s growth prospects for the coming year. But what do short and long-term growth forecasts mean for the country’s fixed income market?
25 Sept 2015
Investor perspectives: What happened to the BRICs?
Zakir Banatwala, Portfolio Manager at StratEdge Quant Investors shares his thoughts on the rise and fall of the BRIC countries.
21 Sept 2015
EM fixed income outlook gloomy: can investors weather the storm?
With Brazil’s credit rating downgrade, China’s economic lag and struggling commodities, many are pointing to increased capital outflows in emerging markets as the miner’s canary for further currency depreciation and challenges in EM fixed income. However, some believe the EM bond markets may be down – but not out, writes Jonathan Brandon.
17 Sept 2015
Interview with Giorgio Medda, Country Manager, Turkey at AZ Global Asset Management
In this interview, Giorgio Medda, Country Manager, Turkey at AZ Global Asset Management, discusses what is driving demand for emerging market fixed income in 2015.
16 Sept 2015
Interview: Dr. Mohamed Damak explains the risks associated with issuing sukuk
Dr. Mohamed Damak, Global Head of Islamic Finance, Standard & Poor’s Ratings Services, explains what are the risks associated with issuing sukuk and the main reasons for issuers to choose sukuk to other financial instruments.
8 Sept 2015
Interview with Jack Deino: Current risk and opportunities to investing in Mexican credit
Jack Deino, independent emerging market investor explains how the fall in oil price and weakened peso has been reflected in Mexican bond pricing and performance. View the full interview.
7 Sept 2015
CFO Perspective: Jose de Jesus Rodriguez, CFO at Gas Natural Mexico
With the creation of laws last year that make it easier for foreign companies to export gas to Mexico and drilling expansion in Texas sending exports skyrocketing, Mexico is currently in the midst of a gas infrastructure boom. This has also resulted in an increased appetite for long-term investment in the region’s energy infrastructure. We spoke with Jose de Jesus Rodriguez, CFO at Gas Natural…
4 Sept 2015
Interview with Emiliano Muratore, Managing Director, Head of ALM at Banco Santander Chile
Following the bank’s substantial bond issuance earlier this year, we sat down this week with one of the speakers at our forthcoming Bonds, Loans & Derivatives Chile conference, Emiliano Muratore, Managing Director, Head of ALM at Banco Santander Chile to discuss the impact of Chile’s slower-than-anticipated economic recovery on diversification in the debt market.
4 Sept 2015
CFO Perspective: Martha Rodríguez Rico, CFO at Grupo Cementos de Chihuahua
Having recently successfully completed the refinancing of Grupo Cementos de Chihuahua’s bank debt we sat down with the company’s CFO Martha Rodríguez Rico to discuss how the deal helped improve the cement specialist’s financial flexibility, and how companies can find the right balance between different debt capital instruments.
4 Sept 2015