发帖
雷达卡
【出版时间及名称】：2010年墨西哥证券市场展望
【作者】：摩根大通
【文件格式】：pdf
【页数】：76
【目录或简介】：
Table of Contents
Mexico 101 ................................................................................4
Key Macro Forecasts ...................................................................................................4
Key Fixed Income Trades............................................................................................4
Equity Strategy View...................................................................................................4
Things to Know.........................................................................5
Overview ...................................................................................6
Area.............................................................................................................................6
Population ....................................................................................................................6
Politics .........................................................................................................................7
Health.........................................................................................................................10
Education ...................................................................................................................11
Migration & Remittances...........................................................................................11
Labor..........................................................................................................................13
Wealth Distribution....................................................................................................15
Competitiveness.........................................................................................................16
Security ......................................................................................................................17
Economy .................................................................................19
Financial System........................................................................................................20
Pension Funds............................................................................................................21
Mutual Funds .............................................................................................................23
Capital Markets..........................................................................................................23
Fiscal Policy...............................................................................................................25
Sovereign Credit Ratings ...........................................................................................26
Currency & Monetary Policy.....................................................................................27
Monetary Policy.........................................................................................................28
Prices & Wages..........................................................................................................29
Fixed Income Market.................................................................................................30
External Accounts......................................................................................................30
Demand ...................................................................................31
Consumption..............................................................................................................31
Investment..................................................................................................................33
Exports.......................................................................................................................34
Imports.......................................................................................................................35
Sectors ....................................................................................36
Telecom .....................................................................................................................36
Housing......................................................................................................................38
Energy........................................................................................................................40
Electricity...................................................................................................................41
Tourism......................................................................................................................42
Beverages...................................................................................................................44
Retail.........................................................................................................................45
Manufacturing............................................................................................................46
Infrastructure ..........................................................................47
Roads .........................................................................................................................47
Airports ......................................................................................................................49
Railroads ....................................................................................................................50
Ports ...........................................................................................................................50
Annex 1 ...................................................................................52
Mexico Pension Funds’ Investment Regime Summary .............................................52
Annex 2 ...................................................................................53
Mexico Data ............................................................................54
Special thanks to Pablo Monsivais and Iker Cabiedes of Banco J.P. Morgan
S.A. for their contribution to this report
Cover photo: morgueFile
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