Thoughts on Mexico – parallels with rest of the world?

Mexican financial markets have suffered recently from political uncertainties, both internally (newly-elected President Andrés Manuel López Obrador) and externally (the Trump administration). While these factors may impact our $3.5 billion stake1 in individual Mexican companies in the near term, the long-term structural growth opportunities for these companies should continue unabated and they should outpace Mexico’s pedestrian GDP growth. But despite our focus on individual companies in the Invesco Oppenheimer Developing Market Fund, we have …

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