Mexican Banks’ October Data Looks Benign on Credit Quality, Watch for Spread Erosion Going Forward
Bank system trends are healthy; we like mid-cap bank BanBajio for its good value, & are positive on BBVA for its Mexican exposure, yet we are...
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Mexican Banks’ September Data Looks Benign, but Not Without Potential Challenges
Mexican banks data to September are healthy, but rising funding costs threaten credit spreads, and any potential GDP slowdown could worsen consumer...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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LatAm Financials Review: Focus on the Value Opportunities
We identify the most attractive LatAm financials on value and GARP metrics; Banco do Brasil, Bradesco, Banorte, BanBajio, PagSeguro; we are...
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EM Banks: Screening for Value and Resilience
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced...
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