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Geoffrey Dennis quotes

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    I Like this quote I dislike this quote“Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely positive for margins once demand picks up in the second half, as we expect.”

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    I Like this quote I dislike this quote“Mexico is not part of South America, but of North America, in respect of the current 'crisis' situation. We see the damage for the peso from this current crisis as being modest.”

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    I Like this quote I dislike this quote“The next issues for investors in Mexico should be the timing of an S&P upgrade (likely to be mid-year, although maybe earlier) and the U.S. economic recovery (on track with our above-consensus view).”

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    I Like this quote I dislike this quote“The markets were wrong in the first place to worry about inflation, ... will not let inflation run out of control.”

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    I Like this quote I dislike this quote“[For Mexican companies, the upgrade] makes it more likely that they will invest, and makes their profitability higher, creating a more competitive and strong corporate sector. That's not something that's a five-day wonder --- it's a long-term factor, ... This market is going to go quite a bit higher.”

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    I Like this quote I dislike this quote“We had a buy on the rumor, sell on the news sort of thing.”

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    I Like this quote I dislike this quote“Interest rates have come down a long way and probably will go down further, ... is managing the peso very well ... and you're clearly getting a quite decent economic recovery now.”

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    I Like this quote I dislike this quote“Wall Street is sliding and Mexico is taking it on the chin as usual.”

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    I Like this quote I dislike this quote“This is a disaster for all markets in Latin America.”

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    I Like this quote I dislike this quote“Actually, it's quite cheap now compared to some of the other parts of the world.”

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