BOLSAA MM - Actinver MX Local Flavor: Local stock market records weekly advance of 5%
After five days of increases in the quotes of its primary indices, the local market ends the week on a high note. On the one hand, the IPC climbs...
543 Views
Emerging Market Exchanges: B3 (B3SA3 BZ) Shares Look Exposed, We Prefer Bolsa Mexicana (BOLSAA MM)
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ) is on the defensive on pricing due to structural competitive factors which risk downgrades in its earnings...
611 Views
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...
851 Views
Curb Your Enthusiasm on B3 (B3SA3 BZ) - Look to Other Value Opportunities in Exchanges
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ), the Brazilian exchange, continues to benefit from sustainably lower domestic benchmark rates, and bullish...
626 Views
Opportunities in Brazil and Mexico - Company Specific Dynamics Drive Long/Short Recommendations
RRG Actionable Ideas in Latin America - Finding the Balance in Volatile Markets Market uncertainty has led many clients to ask for long and short...
284 Views