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The Mexican stocks plugging into US recovery
by Julian Mayo on May 21, 2014 at 15:06
Very low credit penetration presents a source of growth going forward as banks expand their balance sheets. With a boost to infrastructure spending from the recently-announced $590 billion 5-year programme, growth is likely to accelerate from the middle of this year. These reforms should benefit the market as a whole as they filter down through the economy.
Julian Mayo is co-CIO at Charlemagne Capital
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As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.
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From Nigeria to Pakistan and from Kenya to Kuwait, frontier markets are catching investors' attention as never before.
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On the road
by Dylan Lobo on Jul 31, 2014 at 08:10