- There’s too much political risk priced in.
- Positioning: Most emerging market funds are now extremely underweight in the Mexican peso.
- The very attractive carry the Mexican peso brings with it: it has a carry of over 5.5% versus US dollar.
Three reasons why the Mexican peso is undervalued – H2O Asset Management
In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
