Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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The Importance of Resilience in Latin America
We think Mexico is going to be one of the winners. The other end of the barbell is maybe something like Argentina, which has its challenges but it's more than price relative to those challenges. And we have a light at the end of the tunnel that's not necessarily a train and that's an election in October. We wouldn't be surprised to see a repeat of what happened when it went from Christine to Kirsten to Macquarie.
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