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...
ahead dry
It would make sense for some liquidity to dry up ahead of year-end,
america crisis current damage mexico north respect south
Mexico is not part of South America, but of North America, in respect of the current 'crisis' situation. We see the damage for the peso from this current crisis as being modest.
adapted companies costs cutting demand extremely margins mexican picks positive second softer
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.
buy news sell sort
We had a buy on the rumor, sell on the news sort of thing.
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).
few mexico past positive turned
We've turned much more positive about Mexico in the past few weeks.
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,
chin mexico sliding street taking wall
Wall Street is sliding and Mexico is taking it on the chin as usual.
cheap compared parts quite
Actually, it's quite cheap now compared to some of the other parts of the world.
america disaster latin markets
This is a disaster for all markets in Latin America.
clearly decent economic interest managing quite rates recovery
Interest rates have come down a long way and probably will go down further, ... is managing the peso very well ... and you're clearly getting a quite decent economic recovery now.
advantage course funds pick require
The close-end funds of course have the advantage that they don't require you to pick the stocks.
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.
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.