每日新闻更新 - 墨西哥 The Daily Update - Mexico

本周早些时候,梅亚德(José Antonio Meade)辞去了墨西哥财政部长的职位,宣布希望作为革命制度党(PRI)提名候选人参加2018年总统大选。PRI党提名候选人名单须在2018年2月宣布。有意思的是,梅亚德并不是PRI党成员,但他强有力的实力(曾在金融、能源、外交和发展部门任职)以及诚实正直的口碑,对竞选非常有利。

腐败和暴力仍是选民关心的关键问题,墨西哥仍有很大的改进空间。2016年世界银行腐败控制指数中,墨西哥得分仅为23,智利却是82(该指数的百分比排名数字展示的是低于被评分国家的国家数量比例)。梅亚德竞选的另一个优势是,由于他曾在国家行动党(PAN)管理部门任过职,因此除了PRI党强硬路线支持者外,还可能有更广泛的支持来源。这非常重要,因为Universal and Buendia & Laredo最近的一次民意调查显示,极左派候选人奥夫拉多尔(Andrés Manuel López Obrador)的支持率领先,为25%,PAN党的支持率为19%,PRI党的支持率为16%。GCE的一项民意调查显示,梅亚德辞职后支持率为23.2%,奥夫拉多尔的支持率为28.7%,两者的差距明显缩小。

José Antonio González Anaya将离任墨西哥国家石油公司Pemex首席执行官的职位,担任新一届财政部长,而Pemex首席执行官一职将由Carlos Treviño接任。Treviño之前担任Pemex高级主管,为企业转型计划的执行做出重要贡献,上任首席执行官之后将延续企业政策。

我们仍然很看好Pemex,这家墨西哥政府所有的石油生产商在2035年到期、票息为6.625%的债券收益率为5.8%,其交易价格比最高评级BBB+低4.2档。

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