Mexico's economy has faced no shortage of headwinds over the past few years. As a manufacturing hub, it suffered more than others from the post-2008 weakness in the global cycle. It was hit hard by the collapse in oil prices in 2014. And in 2016, it became a key target of President Trump’s campaign against trade and outsourcing. However, there are signs that the headwinds facing Mexico's economies could now be abating.
Emerging market hard currency debt is one of our most important long positions, I discuss why we especially like Indonesia and the prospects for Turkey and Russia on Bloomberg Live TV.