Deep Dive: Mexican Stocks Recovering from Trump

The video discusses the performance of the Mexican Bolsa, highlighting its recovery to pre-election levels in peso terms and its current valuation. It explores the impact of currency devaluation on equities, comparing the situation to the UK. The discussion shifts to European political risks, focusing on the rise of populism and its potential impact on markets, particularly in France and Germany.

What factors contributed to the Mexican bolsa climbing back to pre-election levels?

How do analysts' revised earnings expectations affect the valuations of the Bolsa?

What is the impact of currency devaluation on local equities in terms of dollar-based investors?

What concerns are raised regarding the potential election of Le Pen in France?

Discuss the implications of the populist wave in Europe as mentioned in the text.