Trending, unpaywalled analysis
I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 25 of the 35 trades recommended so far, of which 18 were in the money.
The introduction of investment sanction could see stocks deleted from the MSCI and FTSE indices. Outflows could be as large as US$6.67bn for the FTSE indices and US$15.74bn for the MSCI indices.
If risk aversion remains low, LatAm currencies should continue to outperform but given the uncertainty, it is best to target relative-value trades to take advantage of differences across countries.
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Today at 5pm SGT, join our webinar with Manu Bhaskaran, going over the economic factors and key trends breeding new opportunities in ASEAN for foreign investors.
On March 15 at 5pm SGT, join our Corporate webinar with Del Monte Pacific’s Ignacio Sison and Jennifer Luy, speaking with Nicolas Van Broekhoven about the company’s position in the global F&B market.
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