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

In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.

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  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.