Brazil Banks – Stick with Buys on Bradesco and Inter, Calling Time on Banrisul Long
Bradesco's re-rating supported by insurance operations, Inter remains deep value but investors advised to lighten positions, downgrading Banrisul...
142 Views
Boost Research
Brazil GDP Contraction, Sluggish Progress on Pension Reform Overshadow Sound Bank Sector Trends
Brazilian 1Q19 GDP growth was -0.2% qoq, +0.5% yoy, a negative surprise for the market Pension reform, although slow, is progressing and both...
721 Views
Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
785 Views
Boost Research
Brazil Politics; The "Noise" On Pension Reform Is an Investor Opportunity
Negative press "noise" on the pension reform process, with heightened friction between the Executive and the Legislature, has hit the currency and...
684 Views
Boost Research
Brazilian Political Turmoil Adds to Market Volatility, and Concerns on Pension Reform
Brazil's Ex-President Michel Temer has been arrested as part of the on-going CarWash (Lava Jato) criminal investigation, on bribery and corruption...
725 Views