ENTITY
Bradespar SA

Bradespar SA (BRAP4 BZ)

5
Analysis
MaterialsBrazil
Bradespar S.A. is an investment company. The Company holds interests in chemicals, cement, mining, electricity generation, and other companies.
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02 Aug 2021 08:25

Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials

Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...

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bullishBradespar SA
09 Mar 2021 17:57

A Tale of Two Brazilian HoldCos; We Prefer Bradespar (BRAP4 BZ) Over Itausa (ITSA4 BZ)

Bradespar holdco is a vehicle that provides discounted exposure to iron ore miner Vale; we see the current 25% discount to the Bradespar NAV as...

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24 Oct 2020 05:43

Global Equity Strategy: Market Dynamics Remain Positive, And So Are We

We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...

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18 May 2018 20:54

Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile

Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...

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30 Nov 2017 02:29

Emerging Markets: Technical Strategy & Reccommendations

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...

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