Here's your summary from Mexican Peso Upended by Election Shocks (https://www.youtube.com/watch?v=PA65Iu3RfDk) on the Bloomberg Television channel:

### TLDR:

Investors should be cautious with Mexican assets due to election shocks, consider less loved emerging markets for potential value, and monitor central bank actions for potential opportunities in emerging market fixed income assets.

### Key Points:

1. Market reaction to Mexican elections was severe, highlighting the need for caution with Mexican assets.

2. Consider investing in less loved emerging markets like Argentina, Egypt, and Angola for potential value.

3. Monitor central bank actions, as lower rates could be a tailwind for emerging market fixed income assets.

#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro

Reply to this note

Please Login to reply.

Discussion

No replies yet.