Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
Banks in EM need to be prepared for the deteriorating credit quality outlook, as the Covid-19 driven contraction in GDP growth and economic...
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Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
498 Views
Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
589 Views
Boost Research
Primer on Brazilian Digital Banking – Disrupters & Adapters
Brazil is progressing on its digital banking journey; it is ahead of most LatAm countries, bar Chile, but it lags other emerging markets like...
788 Views
Brazil Banks – Stick with Buys on Bradesco and Inter, Calling Time on Banrisul Long
​Bradesco's re-rating supported by insurance operations, Inter remains deep value but investors advised to lighten positions, downgrading Banrisul...
142 Views