1. A close interactive commercial relationship is beneficial, particularly if the exporting company is unfamiliar with the market.
2. A fall in domestic rates would reduce the gap between Chilean and U.S. interest rates, weakening the Chilean peso and increasing earnings at exporting companies.
3. A stronger peso will enable exporting companies to spend less on their imported raw materials, which will help boost earnings and the size of dividends paid shareholders.
4. A weakening shekel against the dollar also boosted exporting chemical companies, which earn in dollars and pay expenses in shekels.
5. A strong Swiss currency hurts exporting companies because they get fewer francs when they bring home earnings denominated in weaker foreign currencies.
6. A stronger shekel hurts exporting companies which earn in dollars and pay expenses in shekels.
7. Companies such as Cia. Vale do Rio Doce should also benefit from a shift in portfolios to exporting companies, Ozaki said.
8. Earnings at top cement makers, steel producers and exporting companies, in contrast, are expected to meet or exceed expectations, analysts said.
9. Earnings of exporting companies are being hurt by the strong Swiss currency because they get fewer francs when they bring home their sales denominated in weaker foreign currencies.
10. Falling markets and slowing economic growth in Asia will restrain growth in the rest of the world as orders from the region slow, hurting exporting companies.