Brazil Banks – Reiterating Banco Do Brasil Buy
Re-iterating our buy on Banco do Brasil; latest poll for the presidential run-off places Bolsonaro in the lead, and press reports indicate that the...
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Brazil Banks – Upgrading Banco Do Brasil to Buy
Banco do Brasil’s valuations are very attractive and a Bolsonaro win would be a positive catalyst for its further re-rating. Targeting a 2026E PBV...
96 Views
Primer: Banco do Brasil (BBAS3 BZ) - May 2026
Banco do Brasil holds a dominant position in the Brazilian banking sector, particularly in agribusiness lending, which provides a stable,...
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Brazil Financials: Losing Ground Amid Global Financials Rotation
Rotation in EM financial sector sees selling in Brazil funding rotation into Greece, UAE, and Argentina financials, with Itau Unibanco Holding as...
472 Views
LATAM Momentum: Global Funds Raise Exposure
LATAM allocations hit 10-year highs in active Global equity funds. . MercadoLibre the driving force behind the moves higher, and remains the...
399 Views