Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
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EM Banks Value Screen: Focus on a Half Dozen
We highlight six EM Banks from our value screen of a total of 40 banks, selected from the top 65 EM banks by MSCI weighting Our preferred name, on...
357 Views
China Construction Bank (SEHK 939): Key Metrics and Valuation Comparisons with Brazil Big-Cap Banks
We compare the Brazil big-cap banks with China Construction Bank H (939 HK), the largest big-cap Chinese banks, in this report CCB compares...
399 Views
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...
336 Views
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...
319 Views