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Latin American Comeback

机译:拉丁美洲卷土重来

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Following a slow year for emerging markets, some Latin economies could outshine the U.S. in 2001. Latin stocks are looking pretty lively these days, at least compared with their North American counterparts. The MSCI Emerging Markets Latin America Index is up 10% since the beginning of 2001 versus the S&P 500's 1.5% decline. "Some of the recovery you've got in Latin America is a snap-back from bad performances," cautions Geoffrey Dennis, Latin American equity strategist at Salomon Smith Barney. But he's still a bull on the region. Argentina is finally embarking on a slow recovery following a prolonged recession, he says, and Brazil's economy should grow 4% this year and Mexico's 3%.
机译:在新兴市场表现缓慢的一年之后,一些拉丁美洲经济体在2001年的表现可能会超过美国。如今,至少与北美同类国家相比,拉丁国家的股票现如今看起来相当活跃。自2001年初以来,MSCI新兴市场拉丁美洲指数上涨了10%,而标准普尔500指数下跌了1.5%。所罗门·史密斯·巴尼(Salomon Smith Barney)拉丁美洲股票策略师Geoffrey Dennis警告说:“拉丁美洲的部分复苏是从糟糕的业绩中恢复过来的。”但是他仍然是该地区的牛市。他说,在长期衰退之后,阿根廷终于开始缓慢复苏,巴西的经济今年应增长4%,墨西哥应增长3%。

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