27 July 2005
Latin America: Renminbi Relief
on the margin we expect the move to benefit both the manufacturing exporters in the region — centered in Mexico and Brazil, while also aiding the commodity exporters, principally Chile. Chile’s economy and its peso could be the biggest winners in the
26 July 2005
22 July 2005
GaveKal viewpoint on RMB revaluation
"GaveKal presents a scenario that could lead short-term to a strong dollar and even weaker Euro. This is an outside of consensus view"
1
(7 marks)
