The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.
More Quotes from Carlos Asilis:
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.Carlos Asilis
There is a risk that if China liberalizes the foreign exchange system when the banks need to be recapitalized, there could be trauma in the system. My impression is that the Chinese are going to be as gradual as they can.
Carlos Asilis
The things that make up the bulk of consumer expenditures for most U.S. households -- all of them seem to be moving up significantly.
Carlos Asilis
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.
Carlos Asilis
We believe such a decline is a possibility, especially if investor concerns about a below-trend gross domestic product GDP growth outlook in 2003 are realized.
Carlos Asilis
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