Analysis-Latam assets may receive a trade-war boost, investors say

By Rodrigo Campos

Builders and bonds of New York – Latin America can be unlikely that the trade war of the victory administration saved the region, while it gave it to a market route that sent vendors for non-American assets.

The NASDAQ stock index has opened below more than 20% on Friday, its December recordary and Wall Street’s “Fear Measuring” has been hit for eight months. The dollar was six months old this week.

Meanwhile, the establishment of stability of some corners and bonds of developing market shares and bonds left unnoticed.

Latin America mainly saved the imposition of additional tariffs in US President Donald Trump, which has a long-term trade policy because of the region has a trade deficit with the world’s largest economy.

Although Friday’s Friday sales, MSCI Latam reserves beat the S & P 500 over 20 percent.

Recently, the return of global trade can bring new types of investors to the assets of Latin America, according to the co-chair of the sovereign research of Gramers.

“Returning, we are clearly in the new paradigm in the reorganization of trade and global trade.

“It simply came to our notice then.” He added. ” “Whether it’s FDI (foreign direct investment) streams or portfolio flows will depend on the hand from the country, and do we talk about short-term or medium?”

Shift’s evidence can be found in Brazil and Mexico, the largest economies in the region. This year, stock markets have risen in both countries, and their currencies are against the dollar.

Economists say that Brazil is better placed than many countries deal with tariffs, while Mexican’s preferred attitude is expected to trade in the United States.

The transition to Latam is monitoring in Wall Street months as a market view of US assets, as the only destination was reviewed, and investors revised growth expectations in the United States and the world.

“In general, the emerging market assets exceeds instability during this period, and we attribute this to the improvement of basics, favorable technical factors and attractive income head. Shamayla Khan.