Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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Mexican Banks February 2021 Data Chart Book: Potential Signs that the Worst Is Past
Latest Mexican bank data shows negative loan growth and credit spread erosion, but also good opex control and potentially signs of cost of risk...
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Mexican Banks; an Early Look at 2021 Data
Mexican banks' January 2021 data implies loan growth recovery, but also higher risk costs; yet Banorte and BanBajio stand out positively on...
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Mexican Banks Data for August Is Positive for Banorte (GFNORTEO MM)
August data for the Mexican bank sector adds conviction to our positive view on Banorte, in terms of credit quality, cost control and credit spreads
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Banorte Ranks Attractively Based on Mexican Banks’ July Data
Mexican equities generally lie in the out-of-favour, value category and we focus in on Mexican banks, based on the July 2020 data trends Banorte...
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