Doom & LAM (Capital Controls & Outlook)

Un par de artículos sobre LAM por Dr. Doom

Capital Controls

"The danger, of course, is that even when controls are removed, capital inflows will not return. However, as economist Willem Buiter noted in February: 'The example of Malaysia, which imposed capital controls during the Asian crisis of 1997 suggests that foreign capital either has a short memory or can be convinced'."

Latin America Outlook

"Though global liquidity will remain elevated in the upcoming quarters, favoring Latin American asset classes, market anxiety about the timing of exit strategies around the world represents a significant risk. Miscalculations in exit strategies and disappointing economic results pose the main risks to Latin American market dynamics in 2010."
Source: Forbes.com