looking forward to a good series here. there is some analogies to the singapore exchange a few years ago when listing on china\HK became less attractive for those not punished by the CCP for leaving.
humor us a bit, and please comment on those specific mexican companies that look least vulnerable to Cartel and corrupt gov 'tax'.
on a related note, there was a very good post this week on bolsa, listing 5 KPI more important than new equity issues. (although they do acknowledge the problem)
given one should not expect this type of value stock w/out SOME problem, i am leaning towards forgiveness here.
Thanks for sharing, good article. As far as the cartel/government risk, these would be more in the consumer sector (such as Alsea) where it isn't considered a national interest compared to energy/metals or other things of that nature. Yes, BOLSAA does have some issues, but that is to be expected.
looking forward to a good series here. there is some analogies to the singapore exchange a few years ago when listing on china\HK became less attractive for those not punished by the CCP for leaving.
humor us a bit, and please comment on those specific mexican companies that look least vulnerable to Cartel and corrupt gov 'tax'.
on a related note, there was a very good post this week on bolsa, listing 5 KPI more important than new equity issues. (although they do acknowledge the problem)
given one should not expect this type of value stock w/out SOME problem, i am leaning towards forgiveness here.
https://mokapucapital.com/grupo-bmvbmvbolsaa-2024-annual-portfolio-review/
Thanks for sharing, good article. As far as the cartel/government risk, these would be more in the consumer sector (such as Alsea) where it isn't considered a national interest compared to energy/metals or other things of that nature. Yes, BOLSAA does have some issues, but that is to be expected.