Coronavirus: financial analysis XLV

Spain: challenges beyond recovery

As with most economies, Spain has entered 2021 with more optimism: there is a clear consensus that this will be the year of recovery. However, Gonzalo de Cadenas-Santiago, in this article published in Spanish newspaper ElConfidencial, warns that we should view this recovery with some caution, given the wide margin of uncertainty that still remains.

“Just plain optimism”

Matellán delves into the evolution of the financial markets. In this article, he analyzes the current situation and asks whether we are living in the mother of all bubbles and assess the risk that it may burst, among other aspects.

Matellán: the new fellow of the Acumen Academy and the Open Value Foundation

The sustainability of foreign debt and inflation containment are two factors favoring the Brazilian economy as it staves off the devastating effects of the pandemic. In this piece, Óscar García-Serrano, Finance Director of MAPFRE Brazil, expands on the best strategies to be applied in the post-COVID-19 period, during the reconstruction phase. For example, in his opinion, Brazil should push the development of its agricultural sector or prioritize investment in infrastructure.

“Large companies are adapting well to the new situation created by the pandemic”

Alberto Matellán, chief economist at MAPFRE Inversión, acknowledges that he is pleased with the latest batch of corporate results being released. Specifically, looking beyond the results themselves, he likes the future guidance that companies are indicating, which explains the good performance of the markets in recent days.