Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities
Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities. Looking for the $ACWI rally to fizzle, either here at $113.50-$115 or...
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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
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...
656 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
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