Latin America Weakness in 2015? Energy & M&A Big Factors

With Latin America equities likely to underperform other emerging markets in 2015 for the sixth year in a row, favor Mexico and expect weakness in Brazil, Morgan Stanley says.

While Mexico and Brazil valuations look rich, Morgan Stanley is overweight Mexico and underweight Brazil as part of its outlook for Latin America investing in 2015. Big factors in the outlook for Latin America are global and out of its control: the direction of oil prices, the effectiveness of Japan’s economic policies, and reform in China, writes Jorge Kuri, director of Latin America equity research atMorgan Stanley.

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