What We're Reading – 19 Sep 2016

PDVSA’s $7b debt exchange: shot...
PDVSA ofrece canjear 7.000 millones de dólares de deuda al 2017 por bono 2020 al 8,5% (Reuters)

…and chaser.
S&P Cuts Venezuela's PDVSA to CC Negative (Latin American Herald Tribune)

Interview: Mauricio Macri (FT)

IMF’s first Article IV trip to Argentina in a decade underway.
Llega misión del FMI para auditar las cuentas nacionales (Ámbito Financiero)

We’re shocked, shocked, to discover Trump flip-flopping on an issue.
Trump's 180 on Cuba (Two Week’s Notice)

David Frum with a thought-provoking essay to digest after the long holiday weekend.
Happy Independence Day, Mexico (The Atlantic) 

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What We’re Reading — June 1, 2016

Maybe? Maybe not.
Latin America may recover sooner than expected (Miami Herald — 1 June 2016)
OECD Sees Brazil’s Economic Slump Stretching Into 2017 (WSJ — 1 June 2016)

Argentina announces tax amnesty - could bring $7bn onshore.
Mauricio Macri anunció el pago de los juicios a los jubilados y un nuevo blanqueo de capitales (La Nación — 31 May 2016)

Brazil sends Xiaomi to voicemail
Xiaomi falls flat in world’s fourth-largest smartphone market (Tech In Asia — 1 June 2016)

China tries to out-Mexico Mexico
La automotriz china BAIC arranca ventas en México para junio (El Universal — 1 June 2016)

That’s a lot of limes
Jose Cuervo is planning a $1 billion IPO (Business Insider — 1 June 2016) 

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What We're Reading - April 28, 2016

The risk is real
IMF says Latin America at risk from deeper Chinese slowdown (Yahoo! — 27 April 2016)

Not an awkward return, at all
André Esteves, Freed From Jail, Returns to BTG Pactual (NYT — 28 April 2016)

Argentina will tell you not to play with fire
Yes, Central Banks Can Create Inflation. Just Ask Argentina (WSJ — 28 April 2016)

Because it worked so well last time
Venezuela Opposition Kicks Off Petition Drive to Oust President Maduro (WSJ — 28 April 2016)

Vale posts first profits in three quarters
Vale Ends Losses as Oil Rout Helps Get Iron to China Cheaper (Bloomberg — 28 April 2016)

Jair Bolsonaro: mad, bad, and dangerous to know
Meet Brazil's Donald Trump: He's Deliberately Outrageous and He Wants to Be President (Vice News — 28 April 2016)

#Panamapapers continues to turn up dirty deals
Panama Papers expose web of intrigue behind Haiti petroleum deal (Miami Herald — 27 April 2016)

Buy cheap
Cash is flooding into emerging markets (CNN Money — 28 April 2016) 

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What We're Reading - March 17, 2016

The ‘House of Cards’ analogies have been flying fast and furious in the last 24 hours...
Brazil's Lula sworn-in amid protests, judge tries to block appointment (Reuters — 17 March 2016)

Endgame of the Pacific Rubiales saga in sight.
Pacific Exploration & Production Considering Six Buyout Offers (WSJ — 16 March 2016)

As if things couldn’t get worse, Venezuela is weeks away from losing a third of its energy to drought.
Venezuela to Shut Down for a Week to Cope With Electricity Crisis (Bloomberg — 16 March 2016)

Pemex gives up monopoly on gasoline imports; 5 firms look to start next month
Buscan 5 firmas importar gasolina (Reforma — 17 March 2016)

Argentina will play nice with the IMF for the first time in a decade to get access to int’l markets.
El Gobierno aceptó que este año el FMI revise las cuentas del país (La Nación — 17 March 2016) 

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