Omotunde Lawal, head of emerging market corporate debt at Barings, reports back from a recent trip to Mexico, where the team conducted on-the-ground research through meetings with a wide variety of corporate issuers, economists and ratings agencies.
After a week in Mexico with 33 meetings, the one thing that remains crystal clear is that Mexican President Andrés Manuel López Obrador (AMLO) is the only one calling the shots. With his impressive...
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