Banco Inter (BIDI11 BZ): Exploring Base and Bad Case Scenarios
We explore two core scenarios for Banco Inter SA (BIDI11 BZ), the Brazilian digital bank we cover, to see potential outcomes for returns going...
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Banco Do Brasil (BBAS3 BZ): Excessively Hard Hit by the Fear Factor
Emerging market equities have experienced large out-flows in recent weeks, with LatAm equities hit hard, especially Brazil and big-cap banks at...
477 Views
Itausa (ITSA4 BZ): Less Bearish, but Still Cautious
Itausa-Investimentos Itau-Pr (ITSA4 BZ) has performed broadly in line with its largest holding Itau Unibanco Holding Sa (ITUB4 BZ) since...
434 Views
Asian Bank HY Credit Weekly: Coronavirus Offsets Positive Issuance News in Asian Credit Spreads
Spread tightening at the beginning of the week caught market concerns regarding the coronavirus outbreak. Profit taking before the Lunar New Year...
622 Views
Capital Build, Cost Control and Lower Risk Cost to Drive Banco Do Brasil’s (BBAS3 BZ) Shares Higher
Growing risk appetite in the markets should drive interest in emerging market equities, including Brazil, with its recovering GDP outlook bringing...
554 Views