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 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...
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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...
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LATAM Momentum:Â 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...
370 Views
GEM Banks; 2024 Conviction Calls
2024 ​GEM Bank picks: Longs in improving return Bank Mandiri, and value plays KB Financial, China Merchants Bank, and Banco do Brasil, with a short...
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