Morgan Stanley recomend\u00f3 a sus clientes disminuir su exposici\u00f3n a acciones de empresas mexicanas como Walmart de M\u00e9xico, Fomento Econ\u00f3mico Mexicano y Coca-Cola FEMSA.<\/p>\n
El banco de inversi\u00f3n Morgan Stanley redujo\u00a0su recomendaci\u00f3n de inversi\u00f3n en M\u00e9xico a \u201csubponderada\u201d (Underweight), lo que implica que espera un desempe\u00f1o inferior al promedio regional para las acciones mexicanas.<\/p>\n
El ajuste fue detallado en su reciente reporte \u201cModelo de Portafolio de Am\u00e9rica Latina\u201d,\u00a0publicado el 20 de agosto.<\/p>\n
La decisi\u00f3n de Morgan Stanley se basa en su evaluaci\u00f3n de que la propuesta de reforma al Poder Judicial, impulsada por el presidente Andr\u00e9s Manuel L\u00f3pez Obrador, podr\u00eda incrementar los riesgos en M\u00e9xico y restringir las inversiones de capital.<\/p>\n
El banco se\u00f1al\u00f3: \u201cDegradamos a M\u00e9xico a Underweight (subponderado)\u00a0tras la propuesta de reforma judicial que el Ejecutivo envi\u00f3 al Congreso.\u00a0Creemos que reemplazar el sistema judicial aumentar\u00eda el riesgo, las primas de riesgo de M\u00e9xico y limitar\u00eda el gasto de capital. Esto es un problema, a medida que el nearshoring est\u00e1 llegando a cuellos de botella clave\u201d.<\/p>\n
En consecuencia, Morgan Stanley recomend\u00f3 a sus clientes\u00a0disminuir su exposici\u00f3n a acciones de empresas mexicanas\u00a0como Walmart de M\u00e9xico (Walmex), Fomento Econ\u00f3mico Mexicano (FEMSA) y Coca-Cola FEMSA.<\/p>\n
Adem\u00e1s, sugiri\u00f3 retirar de los portafolios de inversi\u00f3n a Qu\u00e1litas, Kimberly Clark M\u00e9xico y Laureate.<\/p>\n","protected":false},"excerpt":{"rendered":"
Morgan Stanley recomend\u00f3 a sus clientes disminuir su exposici\u00f3n a acciones de empresas mexicanas como…<\/p>\n","protected":false},"author":2,"featured_media":45761,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-45760","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nacional"],"featured_image_urls":{"full":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",1920,0,false],"thumbnail":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",150,150,true],"medium":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",300,300,false],"medium_large":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",768,0,false],"large":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",1024,1024,false],"1536x1536":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",1536,1536,false],"2048x2048":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",2048,2048,false],"covernews-slider-full":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",1115,715,true],"covernews-slider-center":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",800,500,true],"covernews-featured":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",1024,0,false],"covernews-medium":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",540,340,true],"covernews-medium-square":["https:\/\/ultimahoraslp.com\/wp-content\/uploads\/2024\/08\/peso-dolar-fed-mercados-precios-financioero-pesos-trading-310724-1024x640.jpeg",400,250,true]},"author_info":{"display_name":"Redacci\u00f3n","author_link":"https:\/\/noticias-sinlimites.com\/?author=2"},"category_info":"Nacional<\/a>","tag_info":"Nacional","comment_count":"0","_links":{"self":[{"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/posts\/45760","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=45760"}],"version-history":[{"count":0,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/posts\/45760\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=\/wp\/v2\/media\/45761"}],"wp:attachment":[{"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=45760"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=45760"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noticias-sinlimites.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=45760"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}