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...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
759 Views
Andean Banks: We Prefer Peru's Credicorp (BAP US) To BanColombia (CIB US)
Bancolombia SA (CIB US) shares have been a clear outperformer to Andean peer Credicorp Ltd (BAP US) year to date This can be justified by good...
393 Views
Boost Research
Itaú Corpbanca - Stuck in the Middle
Itau CorpBanca (ITAUCORP CI) is starting to deliver on its turnaround The challenge, in both Chile and Colombia, is that Itaú Corpbanca is in the...
524 Views
Boost Research
Almacenes Éxito: In the Shadow of Its Challenged Parent
Almacenes Exito SA (EXITO CB) is the leading food retailer in Colombia, with more than 7m clients and 603 stores in the country. Éxito owns and...
576 Views