Carlos Asilis

Whether retail money is going to rotate back into the market in a huge way is the key. My guess read more

Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.

By introducing noise, they hope the adjustment will be smoother.

By introducing noise, they hope the adjustment will be smoother.

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more read more

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.

In that environment, it's only natural to expect the switch from labor into technology.

In that environment, it's only natural to expect the switch from labor into technology.