Bridgewater: Mexico Is Reforming, Represents Value Play

Reforms in Mexico are moving along swimmingly, a recent observation from Bridgewater Associates reveals. While financially sound southern nation with a generally low debt overhang on top of economic growth appears to have a long runway, various issues addressed in whispers in Mexico, its criminal control problem and the lack of central bank non-traditional economic stimulus, are also issues the Bridgewater report avoided.

Criminal influence of Mexico’s judicial, political and press institutions not addressed in Bridgewater report on advancing reforms

The inside story that was discussed in 2013 and 2014 regarding Mexico was the influence inside Mexico’s judicial and political system by criminal cartels. In...