EM (Strate)gist gets to the gist of Emerging Markets FX, Bonds, Economics, Politics and Global Macro.

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    EMgist_admin
    Nov 24, 2017

    Peru stocks - MW on good econ, bad poli, fair valuation

    in EMgist Live

    Earlier this week we published a blog post on Peruvian stocks.


    Read more here:



    1 comment
    0
    EMgist_admin
    Nov 24, 2017

    Tactically, we might prefer Chile (ECH) to Peru (EPU):

    0
    1 comments

    • Intro

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    • Strategist's Notebook

      • EM Asia-Pac
      • DM Asia-Pac
      • Australia NZ
      • EM EMEA
      • DM EMEA (Europe)
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      • USA Canada
      • Commodities

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