{"id":83093,"date":"2024-08-21T09:09:27","date_gmt":"2024-08-21T14:09:27","guid":{"rendered":"https:\/\/losperiodistas.com.mx\/portal\/?p=83093"},"modified":"2024-08-21T09:09:29","modified_gmt":"2024-08-21T14:09:29","slug":"reforma-judicial-ya-muestra-efectos-morgan-stanley-rebaja-recomendacion-para-invertir-en-mexico-el-financiero","status":"publish","type":"post","link":"https:\/\/losperiodistas.com.mx\/portal\/reforma-judicial-ya-muestra-efectos-morgan-stanley-rebaja-recomendacion-para-invertir-en-mexico-el-financiero\/","title":{"rendered":"Reforma judicial ya muestra efectos: Morgan Stanley rebaja recomendaci\u00f3n para invertir en M\u00e9xico | El Financiero"},"content":{"rendered":"\n

Morgan Stanley ajust\u00f3 las recomendaciones para invertir en M\u00e9xico, tras la incertidumbre de la reforma judicial.<\/h2>\n\n\n\n
\"\"
Morgan Stanley rebaj\u00f3 su recomendaci\u00f3n para invertir en M\u00e9xico por la reforma judicial.\u00a0(Bloomberg)<\/figcaption><\/figure>\n\n\n\n

Alejandro Moscosa \/ El Financiero<\/strong><\/p>\n\n\n\n

La propuesta reforma judicial <\/a>ya pas\u00f3 factura en las recomendaciones de <\/strong>Morgan Stanley<\/a>para invertir en renta variable dentro del mercado mexicano y degrad\u00f3 al pa\u00eds al rango de UW (subponderado, en espa\u00f1ol)<\/strong>.<\/p>\n\n\n\n

Este ser\u00eda el primer efecto negativo para los mercados mexicanos<\/strong> por la reforma que se discutir\u00eda y aprobar\u00eda tan pronto como en septiembre con la conformaci\u00f3n del nuevo Congreso y en la que se busca la elecci\u00f3n de ministros, magistrados y jueces por voto popular<\/a>.<\/p>\n\n\n\n

\u201cCreemos que reemplazar el sistema judicial deber\u00eda aumentar las primas de riesgo de M\u00e9xico y limitar las inversiones de capital.\u00a0Eso es un problema ya que el nearshoring est\u00e1 alcanzando cuellos de botella clave<\/strong>\u201d, dijo Morgan Stanley.<\/p>\n\n\n\n

Coca cola, Walmex bajan posiciones en M\u00e9xico<\/h2>\n\n\n\n

Adem\u00e1s,\u00a0se bajaron las posiciones clave en el pa\u00eds en empresas como Walmex, Femsa y Coca-Cola Femsa, y eliminaron a Kimberly Clark M\u00e9xico, Laureate y Qualitas<\/strong>.<\/p>\n\n\n\n

\u201cEliminamos (Kimberly Clark) porque nuestra analista Eugenia Cavalheiro ve un beneficio limitado para las acciones gracias al d\u00e9bil impulso de las ganancias a partir del 4T24\u2033, explic\u00f3 Morgan Stanley.<\/p>\n\n\n\n

La eliminaci\u00f3n de Laureate <\/strong>se debe a una mayor incertidumbre macroecon\u00f3mica en M\u00e9xico y tambi\u00e9n por las presiones cambiarias en el corto plazo.<\/p>\n\n\n\n

En tanto, la exclusi\u00f3n de Qualitas se debe a que Morgan Stanley ve con signos de interrogaci\u00f3n la historia del nearshoring de M\u00e9xico tras la propuesta de reforma judicial<\/strong>.<\/p>\n\n\n\n

Sin embargo, el banco de inversi\u00f3n agreg\u00f3 a ALFAA que tiene una calificaci\u00f3n de sobreponderaci\u00f3n antes de la simplificaci\u00f3n corporativa (escisi\u00f3n de Alpek) en los pr\u00f3ximos 18 meses.<\/p>\n\n\n\n

La postura de Morgan Stanley se une a la que recientemente hizo la\u00a0calificadora Fitch Ratings al asegurar que la reforma al poder judicial afectar\u00eda negativamente al perfil institucional general de M\u00e9xico<\/a>.<\/p>\n\n\n\n

En el \u00e1mbito interno el Consejo Coordinador Empresarial (CCE), el Consejo Mexicano de Negocios (CMN) y el Instituto Mexicano de Ejecutivos de Finanzas (IMEF) tambi\u00e9n externaron su preocupaci\u00f3n por esta reforma.<\/p>\n\n\n\n

Fuente: https:\/\/www.elfinanciero.com.mx\/economia\/2024\/08\/20\/reforma-judicial-ya-muestra-efectos-morgan-stanley-rebajan-recomendacion-para-invertir-en-mexico\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Morgan Stanley ajust\u00f3 las recomendaciones para invertir en M\u00e9xico, tras la incertidumbre de la reforma judicial. Alejandro Moscosa \/ El […]<\/p>\n","protected":false},"author":1,"featured_media":83098,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[8],"tags":[29112,13143,22017],"class_list":["post-83093","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-noticias","tag-mexico-en-rango-uw","tag-morgan-stanley","tag-reforma-judicial-mexico"],"_links":{"self":[{"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/posts\/83093","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/comments?post=83093"}],"version-history":[{"count":2,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/posts\/83093\/revisions"}],"predecessor-version":[{"id":83099,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/posts\/83093\/revisions\/83099"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/media\/83098"}],"wp:attachment":[{"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/media?parent=83093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/categories?post=83093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/losperiodistas.com.mx\/portal\/wp-json\/wp\/v2\/tags?post=83093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}