Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
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Bullish Inflections Around The World
In this report we outline key technical levels across markets and highlight actionable ideas within our Financials & Energy Sectors.
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XP (XP US): Competition Headwinds to Persist
Brazil fintech XP is in an IFA "arms race" with brokerage competitors that threatens its premium EBITDA growth and its stretched multiples; also...
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EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
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Banco Inter (BIDI4 BZ): Positive Direction of Travel, Despite Underwhelming 2Q20
2Q20 results for Banco Inter SA (BIDI11 BZ) were underwhelming, coming in below consensus earnings estimates Nonetheless, beyond the revenue and...
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