LatAm Banks – Liquidity, Solvency and Credit Quality in Focus in a Crisis
Focus on LatAm banks liquidity, solvency and credit quality; we like Bradesco and BanColombia as value plays with Banco de Chile, BanBajio &...
791 Views
Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
427 Views
Chile in the Spotlight - Banking on an Inflation Boost
Political unrest has led to a Chilean market correction; yet the announcement of a referendum on constitutional change is a catalyst for a...
525 Views
Boost Research
Itaú Corpbanca - Stuck in the Middle
Itau CorpBanca (ITAUCORP CI) is starting to deliver on its turnaround The challenge, in both Chile and Colombia, is that Itaú Corpbanca is in the...
659 Views
Boost Research
Ripley Corp's Banking Business Dominates the Group's Market Valuation
Ripley Corp operates in Chile and Peru, in retailing, real estate investments in shopping malls as well as banking and other consumer financial...
659 Views