Banco Do Brasil (BBAS3 BZ): Excessively Hard Hit by the Fear Factor
Emerging market equities have experienced large out-flows in recent weeks, with LatAm equities hit hard, especially Brazil and big-cap banks at...
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Asian Bank HY Credit Weekly: Coronavirus Offsets Positive Issuance News in Asian Credit Spreads
Spread tightening at the beginning of the week caught market concerns regarding the coronavirus outbreak. Profit taking before the Lunar New Year...
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Capital Build, Cost Control and Lower Risk Cost to Drive Banco Do Brasil’s (BBAS3 BZ) Shares Higher
Growing risk appetite in the markets should drive interest in emerging market equities, including Brazil, with its recovering GDP outlook bringing...
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Brazil Banks Data November '19; Broadly Positive Pointers for 2020, Despite Spread Pressure
Brazil banks data to November is broadly positive Accelerating loan growth, especially in the individuals category, and well controlled...
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Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
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