Banorte (GFNORTEO MM) – Triple Jeopardy in Play for 2024?
Banorte had a strong end to 2023, but there are 2024 concerns about potential erosion of net interest margin, structurally higher opex – due...
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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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Banamex Update and Mexican Banks’ April Data – First Look at Early 2Q 2024 Trends
Citibank's Banamex faces lower IPO valuation amid market uncertainty; sector trends show loan growth, but rising credit costs. BanBajio shines...
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Mexico: GEM Funds Wrong-Footed After Election Results.
Pre-election bullishness towards Mexico was at it's highest ever levels in the run up to the election. Managers must now assess whether the new...
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Banamex Update and Mexican Banks’ January Data – First Look at Early 1Q 2024 Trends
Sector trends show headwinds credit costs and maybe opex. BanBajio's strong ROE, high capital ratio and modest valuations make it a more attractive...
634 Views