Geoffrey Dennis
Geoffrey Dennis
Geoffrey Dennisis an English writer who won the Hawthornden Prize in 1930 for The End of the World. His Bloody Mary'sis an autobiographical account of a young schoolboy in an English public school around the turn of the century...
although economic investors issues maybe mexico next recovery timing track upgrade
The next issues for investors in Mexico should be the timing of an S&P upgrade (likely to be mid-year, although maybe earlier) and the U.S. economic recovery (on track with our above-consensus view).
inflation markets run worry wrong
The markets were wrong in the first place to worry about inflation, ... will not let inflation run out of control.
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Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely positive for margins once demand picks up in the second half, as we expect.
cheap compared parts quite
Actually, it's quite cheap now compared to some of the other parts of the world.
ahead dry
It would make sense for some liquidity to dry up ahead of year-end,
clearly colombia country forward path pursue standing
Colombia has been standing out as a country that is clearly going to pursue the same path going forward ... without a lurch to the left.
few mexico past positive turned
We've turned much more positive about Mexico in the past few weeks.
chin mexico sliding street taking wall
Wall Street is sliding and Mexico is taking it on the chin as usual.
disastrous economy mexican seen
We have seen a contemporaneous slowdown of the Mexican economy with that of the U.S., but it has not been disastrous for Mexico,