Report by Credit Suisse

Sentiment Improving, but Not Fundamentals in LatAm

Date:

Sentiment Improving, but Not Fundamentals in LatAm

Author: Fórmate a Fondo

  1. Fed’s decision to postpone hikes leads to cautious optimism for emerging markets investor
  2. Latin America is by far the lagging region, underperforming both global emerging markets and developed market equities by 2.7% and 0.6%, respectively, in local currency terms
  3. Manufacturing activity in Mexico cools down considerably