Opportunities In Mexico Despite Trump
Mexico seems to be one of the countries most threatened by Trump’s protectionism plans. The prospects, however, for Mexican companies are better than many investors fear.
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ACS Strengthens Positions in US, Australia
The joint venture formed by Leandlease and Turner (subsidiary of ACS) has been awarded a project to extend the Jacob K. Javits convention centre (New York) for a total of 1.5 billion dollars (approx. 1.4 billion euros).
UK Banks: The Calm Before The Storm
UK macro data continues to surprise positively, but the same is no longer true of bank volumes. Mortgage loan growth slowed “slightly” in 4Q16, while corporate loan balances contracted, “as a combination of higher stamp duty and Brexit -related fears” served to delay investment decisions and dampen loan demand, say Citi’s analysts.
Spanish Small & Midcaps: Atresmedia
Intermoney | For 2017, the forecasts for private consumption indicate that Spain’s advertising market will continue to grow. We reiterate our Buy recommendation for Artresmedia and maintain our Target Price of 13,0 euros/share with a potential upside of 24%.
French Elections: Voter Rally Is Decisive
Marine Le Pen is likely to win the most votes in the first round, but she can only count on approximately seven million loyal voters out of possibly more than 46 million in the second round.
The Best Strategy to Fend off Trump Protectionism
In the two and a half weeks since his inauguration, U.S. President Donald Trump has rattled the world with a series of controversial policies. Trump has moved quickly to turn many of his campaign promises into practice, disappointing expectations that he would soften his positions on many controversial issues after taking office.
Space And Time The Missing Elements In Greek Bailout Talks
Nick Malkoutzis via Macropolis | The meeting of the International Monetary Fund’s executive board on Monday ended without any clear conclusion on where the IMF stands in the Greek programme.
Banco Popular In Doubt About Going Ahead With Its ‘Bad Bank’
Emilio Saracho, who will take over the reins of Banco Popular in less than 15 days, may not want to go ahead with Project Sunrise, which consists of setting up a small ‘bad bank’ into which € 6 billion worth of property loans would be transferred. The new chairman may have a Plan B.
Telefonica In Spain And Brazil Upsides Around 27% and 25%, respectively
CaraxAlphavalue has revived the idea of investing in Telefonica, one of the most international profiles in the telecom sector with nearly 75% of the business outside its home market and a reference point in the Spanish- and Portuguese-speaking markets. Indeed, if this global position allowed to deliver modest organic growth in the early 2010s despite a sluggish European market, it has caused a devaluation of Telefonica’s market cap since 2015 with the collapse of almost all the South American currencies vs the euro.
Are Mexico and America Heading for a Breakup?
Maria Fernando Tapia Cortés | Donald Trump has already built barriers around his relationship with Mexico that are higher than any wall. The diplomatic slip in the form of a tweet that ended with President Enrique Peña Nieto canceling their meeting was apparently fixed after the phone call between the two presidents held on January 27, in which they agreed to not talk publicly of the wall and expressed their desire to keep cooperating on issues like security.