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Letter "C" » Carlos Asilis Quotes
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«Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.»
Author: Carlos Asilis
«I take great pride in the integrity and quality of our product, which often reflected non-consensus calls, even within the bank.»
Author: Carlos Asilis
«If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.»
Author: Carlos Asilis
«Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.»
Author: 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.»
Author: Carlos Asilis
«It's not unexpected. We think it's a healthy move.»
Author: Carlos Asilis
«The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.»
Author: Carlos Asilis
«In that environment, it's only natural to expect the switch from labor into technology.»
Author: Carlos Asilis
«By introducing noise, they hope the adjustment will be smoother.»
Author: Carlos Asilis
«Nobody can pinpoint when this process will come to an end. But it is very clear that it can't go on forever. Do you let this bubble grow, or do you do something about it?»
Author: Carlos Asilis
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