Bancolombia: Run a Mile Down the Streets of Antioquia
Bancolombia's valuation does not discount the current Asset Quality issues and deteriorating macro fundamentals. Shares look vulnerable based on...
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Asian Bank HY Tier 2: Extension Risk Perceptions Vs Global Emerging Market Peers
Asian bank high yield (HY) Tier 2 bonds are perceived to have lower extension risk than their global Emerging Market peers. Combined with...
288 Views
Bank Credit Weekly: Global Risk Sentiment Improves but Asia Still Lags US Rebound
Global risk sentiment drove yields lower as investors continued to be pushed down the credit curve and away from developed markets to obtain higher...
311 Views
Asian Bank HY Tier 2: Relative Value Vs Global Emerging Market Peers
High yield Tier 2 bonds of Asia-headquartered banks trade at an attractive valuation relative to Tier 2 bonds of other Emerging Market banks. The...
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Andean Banks: Credicorp & BanColombia 2020 Outlook - We See Value in Credicorp
We continue to prefer Credicorp Ltd (BAP US) over Bancolombia SA (CIB US) in the Andean banks Credicorp is trading at three year lows in terms of...
289 Views