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Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely positive for margins once demand picks up in the second half, as we expect. - Geoffrey Dennis Quotes

Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely positive for margins once demand picks up in the second half, as we expect.

Geoffrey Dennis

Mexico is not part of South America, but of North America, in respect of the current 'crisis' situation. We see the damage for the peso from this current crisis as being modest. - Geoffrey Dennis Quotes

Mexico is not part of South America, but of North America, in respect of the current 'crisis' situation. We see the damage for the peso from this current crisis as being modest.

Geoffrey Dennis

The next issues for investors in Mexico should be the timing of an S&P upgrade (likely to be mid-year, although maybe earlier) and the U.S. economic recovery (on track with our above-consensus view). - Geoffrey Dennis Quotes

The next issues for investors in Mexico should be the timing of an S&P upgrade (likely to be mid-year, although maybe earlier) and the U.S. economic recovery (on track with our above-consensus view).

Geoffrey Dennis

The markets were wrong in the first place to worry about inflation, ... will not let inflation run out of control. - Geoffrey Dennis Quotes

The markets were wrong in the first place to worry about inflation, ... will not let inflation run out of control.

Geoffrey Dennis

[For Mexican companies, the upgrade] makes it more likely that they will invest, and makes their profitability higher, creating a more competitive and strong corporate sector. That's not something that's a five-day wonder --- it's a long-term factor, ... This market is going to go quite a bit higher. - Geoffrey Dennis Quotes

[For Mexican companies, the upgrade] makes it more likely that they will invest, and makes their profitability higher, creating a more competitive and strong corporate sector. That's not something that's a five-day wonder --- it's a long-term factor, ... This market is going to go quite a bit higher.

Geoffrey Dennis

We had a buy on the rumor, sell on the news sort of thing. - Geoffrey Dennis Quotes

We had a buy on the rumor, sell on the news sort of thing.

Geoffrey Dennis

News

Interest rates have come down a long way and probably will go down further, ... is managing the peso very well ... and you're clearly getting a quite decent economic recovery now. - Geoffrey Dennis Quotes

Interest rates have come down a long way and probably will go down further, ... is managing the peso very well ... and you're clearly getting a quite decent economic recovery now.

Geoffrey Dennis

Wall Street is sliding and Mexico is taking it on the chin as usual. - Geoffrey Dennis Quotes

Wall Street is sliding and Mexico is taking it on the chin as usual.

Geoffrey Dennis

This is a disaster for all markets in Latin America. - Geoffrey Dennis Quotes

This is a disaster for all markets in Latin America.

Geoffrey Dennis

Actually, it's quite cheap now compared to some of the other parts of the world. - Geoffrey Dennis Quotes

Actually, it's quite cheap now compared to some of the other parts of the world.

Geoffrey Dennis

The close-end funds of course have the advantage that they don't require you to pick the stocks. - Geoffrey Dennis Quotes

The close-end funds of course have the advantage that they don't require you to pick the stocks.

Geoffrey Dennis

We've turned much more positive about Mexico in the past few weeks. - Geoffrey Dennis Quotes

We've turned much more positive about Mexico in the past few weeks.

Geoffrey Dennis

Past

We have seen a contemporaneous slowdown of the Mexican economy with that of the U.S., but it has not been disastrous for Mexico, - Geoffrey Dennis Quotes

We have seen a contemporaneous slowdown of the Mexican economy with that of the U.S., but it has not been disastrous for Mexico,

Geoffrey Dennis

It would make sense for some liquidity to dry up ahead of year-end, - Geoffrey Dennis Quotes

It would make sense for some liquidity to dry up ahead of year-end,

Geoffrey Dennis

It would make sense for some liquidity to dry up ahead of year-end. - Geoffrey Dennis Quotes

It would make sense for some liquidity to dry up ahead of year-end.

Geoffrey Dennis

We have seen a contemporaneous slowdown of the Mexican economy with that of the U.S., but it has not been disastrous for Mexico. - Geoffrey Dennis Quotes

We have seen a contemporaneous slowdown of the Mexican economy with that of the U.S., but it has not been disastrous for Mexico.

Geoffrey Dennis

Colombia has been standing out as a country that is clearly going to pursue the same path going forward ... without a lurch to the left. - Geoffrey Dennis Quotes

Colombia has been standing out as a country that is clearly going to pursue the same path going forward ... without a lurch to the left.

Geoffrey Dennis

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