Insights

Trends, news, analysis and insight brought to you by our network of global experts.

Mexico’s energy sector reform creates uncertainty for investors Investment Insights

Mexico’s energy sector reform creates uncertainty for investors

Mexican President Lopez Obrador recently submitted a constitutional reform bill to increase government control over the energy sector. The proposed reform would allocate to state-owned companies over half of the electricity market and would eliminate requirements for clean energy production. In this Macro Flash Note, Joaquin Thul describes the key aspects of the reform proposal and explains why this increases uncertainty for investors.

Joaquin Thul

5 min read
The IMF’s latest attempt to boost fiscal spending Investment Insights

The IMF’s latest attempt to boost fiscal spending

In August 2021, the IMF approved a general allocation of Special Drawing Rights (SDRs) equivalent to USD 650 billion to boost global liquidity and support the global economic recovery. Although this represented the largest SDR allocation in the Fund’s history, it went almost unnoticed. In this Macro Flash Note, Joaquin Thul argues the additional liquidity will help lower-income economies to partially offset the negative impact of Covid-19, but it is unlikely to affect the recovery of developed and emerging markets.

Joaquin Thul

6 min read

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