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Strategies & Market Trends : Currencies and the Global Capital Markets -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (1127)	12/31/1998 10:08:00 AM
From: Enigma	Respond to of 3536

Thanks! E

To: Frodo Baxter who wrote (1127)	1/14/1999 12:52:00 PM
From: Paul Berliner	Respond to of 3536

Lawrence, as we are discussing Mexico's situation in the wake of the Brazilian defacto devalution, I am now considering taking positions in Mexican stocks. Could you elaborate on the possible 'civil war' in Mexico that you alluded to in your essay on the Asia Forum Thread? From what I've read, my sense of Mexico is that ST rates are ridiculously high, the banking systems is not as healthy as the Fobaproa architects had us believe just a year ago, and they are very commodity dependent.