Exchanges: Life Beyond Trading
In this report, we look at how global exchanges are positioning themselves to diversify revenue streams beyond the traditional Select exchanges in...
272 Views
Emerging Market Exchanges: B3 (B3SA3 BZ) Shares Look Exposed, We Prefer Bolsa Mexicana (BOLSAA MM)
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ) is on the defensive on pricing due to structural competitive factors which risk downgrades in its earnings...
395 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
Curb Your Enthusiasm on B3 (B3SA3 BZ) - Look to Other Value Opportunities in Exchanges
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ), the Brazilian exchange, continues to benefit from sustainably lower domestic benchmark rates, and bullish...
414 Views
Opportunities in Brazil and Mexico - Company Specific Dynamics Drive Long/Short Recommendations
RRG Actionable Ideas in Latin America - Finding the Balance in Volatile Markets Market uncertainty has led many clients to ask for long and short...
215 Views