Relatórios

Mexican Stock Exchange in April. OK, not Great. Some Value Play Evidence.

The MSE had tepid results in April. Its main index increased 1.6% in peso terms (2.5% in Dollars), well below…

01/05/2021

Eduardo Estrada

Emerging Markets Mexico

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

01/05/2021

Eduardo Estrada

MSE. A Surprisingly Strong March. Is There Still Room for More?

The MSE had a solid performance in March, well above most international markets, despite volatility and perturbing local issues. The…

01/04/2021

Eduardo Estrada

Emerging Markets Mexico

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

01/04/2021

Eduardo Estrada

MSE. Macro, Without a Clear Direction. Micro, Worth Taking a Look At

The MSE had a better performance in February than in January, but it remains without clear catalysts to expect strong…

27/02/2021

Eduardo Estrada

Macroeconomia Mexico

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

27/02/2021

Eduardo Estrada

Mexican Bolsa. 2021 starts with a dose of realism

30/01/2021

Eduardo Estrada

Emerging Markets Mexico

2 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 5

30/01/2021

Eduardo Estrada

Is it Worth Taking a Look to the Mexican Stock Exchange in 2021?

A brief review of the Mexican Stock Exchange in 2020. Winners, losers and some ideas for 2021.

03/01/2021

Eduardo Estrada

Emerging Markets Mexico

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

03/01/2021

Eduardo Estrada

A Strong Peso Saves the Month for the Mexican Bolsa

Mexican Bolsa Performance in October in Dollar Terms While the Mexican Bolsa had a weak performance during October in local…

31/10/2020

Eduardo Estrada

Emerging Markets Estratégia em ações Mexico Valuation

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

31/10/2020

Eduardo Estrada

Mexican Bolsa. Sleeping Beauty or just an Ugly Duckling?

The Mexican Bolsa has been a not attractive option for investors in 2020. In this note, we review its current…

31/08/2020

Eduardo Estrada

Emerging Markets Mexico

2 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 5

31/08/2020

Eduardo Estrada

Mexican Bolsa 1H20. Far From Exciting but at Least Rational

MSE 1H2020. Far from Exciting, but at Least Rational   Mexican Bolsa had an uninspiring 13.3% decline in Peso term…

02/07/2020

Eduardo Estrada

Mexico Valuation

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

02/07/2020

Eduardo Estrada

Mexican Consumers and the COVID19 Pandemic

Mexican Consumer and the COVID 19 Pandemic   Some thoughts about the impact of the COVID19 in the behavior of…

29/06/2020

Eduardo Estrada

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

29/06/2020

Eduardo Estrada

Applied Filters

Eduardo Estrada

Pesquisar