Carlos Asilis Quotes

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal. - Carlos Asilis

Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen. - Carlos Asilis

We could talk about sunspots, we could talk about fiscal year-end effects, but whatever the explanation may be, history is on the side of the fourth quarter being a good one. - Carlos Asilis

We believe [such a decline] is a possibility, especially if investor concerns about a below-trend gross domestic product [GDP] growth outlook in 2003 are realized. - Carlos Asilis

There is a risk that if China liberalizes the foreign exchange system when the banks need to be recapitalized, there could be trauma in the system. My impression is that the Chinese are going to be as gradual as they can. - Carlos Asilis

The things that make up the bulk of consumer expenditures for most U.S. households -- all of them seem to be moving up significantly. - Carlos Asilis

The story is clearest in the natural resource area. They import a lot from resource-rich countries like Brazil and Chile. It's no mistake that those are two of the top five performing markets in the world this year. - Carlos Asilis

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside. - Carlos Asilis

The comments are more beneficial for Latin American markets than the market was expecting. - Carlos Asilis

That would be a positive. Some of the world's excess capacity would be ameliorated. - Carlos Asilis

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