Posted inMultiMedia, Emerging Markets, NORDICS, Fixed Income

Three reasons why the Mexican peso is undervalued – H2O Asset Management

by tom@ybc.tv
  1. There’s too much political risk priced in.
  2. Positioning: Most emerging market funds are now extremely underweight in the Mexican peso.
  3. The very attractive carry the Mexican peso brings with it: it has a carry of over 5.5% versus US dollar.

 

tom@ybc.tv

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