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México: Riesgos económicos 2011

Riesgos Externos
Evolución de la deuda soberana en los países PIGS
Desempleo en los países PIGS
Inflación por incremenos desproporcionados en el consumo de commodities en países como China e India
Déficil fiscal de EUA
Guerra de divisas: USD, EUR, CNY
Conflicots bélicos
Problemas nucleares y recuperación en Japón

Riesgos Internos
Demanda doméstica
Seguridad
Reforma fiscal

Según los especialistas las cifras para México este 2011 son las siguientes:

PIB 4 - 5%
Inflación 4%
Paridad USD $12.5
IPC 45 - 47K
Múltiplos 11 - 11.5x
Rendimiento BMV 15 - 20%

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