Fynsa
The Central Bank of Chile has resumed the reduction of interest rates, which has led to a greater relevance of the UF and short-term bonds as conservative investment alternatives.
Financial markets are beginning to discount a Trump victory and even a possible Republican sweep
In Chile, the dollar is at historically high levels and with the main factors that have explained its rise already discounted, it only remains to wait for the variables to be resolved.
Currently, the markets are showing signs of risk amid the possibility of a new debt ceiling crisis.
Market concentration in a few Growth/Technology stocks has already reached extreme levels.
We continue to recommend increasing the weighting of assets that are less sensitive to interest rates, such as cash, value stocks, international stocks, and real assets.
Our biggest question mark is that a soft landing scenario is already largely built into prices and we don't see much reason for risk assets to continue to rise, amid higher rates and still hawkish language from several FOMC members.
This phenomenon is leading some leading brands to take control of the main websites dedicated to used luxury watches in order to buy back items and control flows
Despite its ups and downs, net investment from China and Hong Kong in Mexico has risen from US$65 million in 2013 to US$493,000 million in 2021
