Financial Friday: Down Mexico Way

September 04, 2009

The OECD predicts Mexico will be one of four booming economies worldwide through 2017, but the countries ratings have recently been downgraded by, among others, S&P. 

We take a look at the developments in Mexico over the past year - from financial crisis to swine flu to elections - and talk about how these developments are affecting growth and  investment opportunities like currency and government bonds. We Ask the Banker about what is characterizing emerging markets in general, where optimism seems to be on the upswing.

Our dynamic duo this week are both in thevery high tech sectors: Novozymes and SAP. We zoom in on these two stocks and talk about what lies behind the buy reccomendations for both.