A Trader's Guide to Surviving the Elections June 29, 2018 https://www.bloomberg.com/graphics/2018-mexican-election/?utm_medium=email&utm_source=newsletter&utm_term=180629&utm_campaign=bop It’s two days to elections and markets are expecting leftist Andres Manuel Lopez Obrador to coast to victory. Hold on tight, traders warn. We’re in for a bumpy ride. Markets will likely dip in the weeks following the election amid concerns his policies will dissuade foreign investment in the energy industry and create a bloated deficit. If Lopez Obrador wins a big majority in congress, things could get much worse. The most pessimistic view, from Exotix Capital strategist Rafael Elias, is that the peso will tumble to as low as 27 per dollar before the next president takes office Dec. 1. But that’s where things start looking up. There’s a general consensus among investors that Mexico would be just fine over the long term and that after Lopez Obrador’s inauguration there cou...
La campaña presidencial del 2018 en México reviste especial importancia, ya que el modelo económico prevaleciente durante más de 30 años y el sistema político que se ha impuesto al país, parecen encontrar sus límites; y la población en general demanda cambios de fondo, que resuelvan los grandes problemas nacionales. Por ello, este blog intentará dar seguimiento y analizar las propuestas de los candidatos presidenciales, así como el desarrollo de la campaña misma.