Re: Jeffrey - Mexico -> KONG 30y look interesting [C]

Jeffrey - was looking for value in the EM space, post the PDVSA analysis, started looking at Mexico...

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Jeffrey - sorry, to clarify is it 3m USD worth of MXN bonds or 3m MXN, as its a local currency bond.

As soon as NY gets in will get a price on the MB0N0 7.75% 11/13/2042 and ping u

as and when our view on rates or the currency changes will keep u updated, as here u have risk on both components unlike the PDVSA where the bond was denominated in USDs.

Best

Vinit

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Vinit Sahni

Managing Director I Global Head - Professional Client Group & Key Client Partners Capital Markets Group Deutsche Asset & wealth Management 105/108 Old Broad St (Pinners Hall), EC2N lEN London, united Kingdom Tel. +44(20)754-13392 Mobile +447920-138521 Email vinit.sahni@db.com

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agreed lets do 3m