Capital Build, Cost Control and Lower Risk Cost to Drive Banco Do Brasil’s (BBAS3 BZ) Shares Higher
Growing risk appetite in the markets should drive interest in emerging market equities, including Brazil, with its recovering GDP outlook bringing...
378 Views
Brazil Banks Data November '19; Broadly Positive Pointers for 2020, Despite Spread Pressure
Brazil banks data to November is broadly positive Accelerating loan growth, especially in the individuals category, and well controlled...
259 Views
Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
643 Views
Brazil's Big Three Listed Banks - Margins, Spreads and Lower Benchmark Rates in Charts
We explore the topical trends in Brazil bank spreads and margins versus benchmark rates, in view of the reduction in benchmark rates, in this...
613 Views
XP Inc IPO: Strong Business but Overpriced
XP Inc is the largest digital brokerage in Brazil with about 1.5m retail clients and R$350bn in assets under custody. It is a technology driven...
438 Views