Andean Banks: Credicorp & BanColombia 2020 Outlook - We See Value in Credicorp
We continue to prefer Credicorp Ltd (BAP US) over Bancolombia SA (CIB US) in the Andean banks Credicorp is trading at three year lows in terms of...
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Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
638 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
750 Views
Andean Banks: We Prefer Peru's Credicorp (BAP US) To BanColombia (CIB US)
Bancolombia SA (CIB US) shares have been a clear outperformer to Andean peer Credicorp Ltd (BAP US) year to date This can be justified by good...
373 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...
506 Views