Primer: Gentera SAB De CV (GENTERA* MM) - Oct 2025
Market Leader in a Structurally Growing Niche: Gentera is a dominant player in the Mexican and Peruvian microfinance sectors, targeting a...
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LATAM:Â The Conviction Overweight in a Benchmark-Driven World
LATAM remains a core and consensus overweight among active EM managers, with 85% of funds positioned ahead of the MSCI EM benchmark
227 Views
Mexican Banks – Looking Beyond Trump Policies, We See Value in Smaller Caps
​Mexican banks face pressure from government and fintech challengers, but show strong results and selective value; based on our proprietary...
528 Views
Continue Adding Exposure to China; Short-Term Supports to for This ACWI-US Pullback
Continue Adding Exposure to China; $ACWI Short-Term Supports for this pullback: $128, $125-$126, and $123-$123.50. Pullbacks = buy opportunities,...
406 Views
Mexican Banks – Stick with Buy on BanBajio (BBAJIO:MM), Closing Out the Short on Banorte
​We maintain buy on BanBajio, close short on Banorte with the PBV discount narrowing due to Banorte price action. BanBajio's underwhelming 2Q...
287 Views