Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google
bullish
Banks
EM Banks: Screening for Value and Resilience
Thematic (Sector/Industry)
413 Views
26 Nov 2020 17:01
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced weightings in 2020 so far; we expect positive rotation
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Event-Driven
Equity Bottom-Up
Index Rebalance
South Korea
Japan
Asia Event-Driven
India
China
Asia ECM
Sell / Short Ideas
Trending Insights
More »
MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining
MV Global Defense Industry Index Rebalance: US$1.1bn Round-Trip Trade as Stocks Soar
[Quiddity Index] MV Global Defense Jun25 Rebalance Results: Flow Expectations
MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes
Bank of Japan's June Policy Decision: A Non-Event for Markets?
Top Unpaywalled Insights
More »
HK Connect SOUTHBOUND Flows (To 13 June 2025); Volumes Up, TECH Down, HEALTHCARE Bought Big
[IO Technicals 2025/24] Downward Momentum Lingers
China A-Share Consumer Staples: An Analysis of the Opportunities Ahead
Bearishness Persist in Soybeans Despite Rebound Hopes
Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
Discussions
(Paid Plans Only)
Insight Stream
Banorte(GFNORTEO MM): Triple Hit in 4Q20 Lays the Foundation for Healthy Dividend Resumption in 2021
25 Jan 2021
Banorte (GFNORTEO MF) To Boost Provisions; November Banks Data in Charts Reflects System’s Strength
07 Jan 2021
Merger Undone: Tougher Outlook for Sabadell, BBVA Plans Buybacks and EM M&A
27 Nov 2020
EM Banks: Screening for Value and Resilience
26 Nov 2020
GEM Fund Positioning Update: The COVID Unwind.
16 Nov 2020
EM Banks Through the Credit Quality and Value Lens
06 Sep 2020
Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
14 Jul 2020
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.3
x