Sunday, December 14, 2014

mexico, peso, tequila, oil, us





fig: stooq.com

fig: tradingeconomics.com



eww fmx kof amx



http://www.economist.com/news/finance-and-economics/21636106-two-decades-after-peso-crisis-mexico-faces-new-shocks-pass-tequila

"MANY factors contributed to Mexico’s “tequila crisis” in 1994, but two stood out: tighter monetary policy in the United States and political instability at home. "
"Inflation is already a little above target and the peso’s fall will mean expensive imports, lifting firms’ costs and cutting real wages."

http://blogs.ft.com/beyond-brics/2014/12/11/mexico-the-us-and-the-imf-worst-case-oil-price-scenarios/

"Oil prices and immigration sound like they have nothing to do with each other but, if Mexico’s economy were to be hit hard by plunging crude prices, that might fuel a surge in people heading north – something history has shown is a trend."

http://www.reuters.com/article/2014/12/11/mexico-peso-idUSL1N0TV1JM20141211

"Mexico is a top oil exporter to the United States, but its economy is not overly dependent on crude, leading Mexico watchers to say the peso is being unfairly punished."

http://www.huffingtonpost.com/rodrigo-aguilera/mexico-corruption-at-the_b_6311378.html

http://www.forbes.com/sites/doliaestevez/2014/12/11/mexico-among-the-worlds-most-corrupt-nations-in-2014-new-report-says/

http://www.wsj.com/articles/carlos-slim-to-break-up-mexicos-leading-telecommunications-firm-1404936032




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닭과 달걀같은 문제지만, 정치적인 안정이 없으면 경제도 악순환에서 헤어나기 어렵고, 그런 문제로 선진국 진입에 실패했던 나라들은 같은 실패를 반복하는 경향이 있다.
아시아가 이번에도 다를지는 더 지켜봐야. 중국, 인도, 인도네시아, 베트남.






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