Mexican Banks YE 2020 Credit Quality Data Points; Banorte Screens Better than Peers
Mexican banks' YE 2020 credit data points to the coming wave of worsening credit quality; Banorte is best positioned among its peers to confront...
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Mexican Banks: Confronting the Credit Quality Challenge
Mexican banks have mostly increased provision charges, to bolster loan loss reserves and prepare for the worsening credit quality outlook The...
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Mexican Banks – April Data Sets the Scene for 2Q20
Mexican banks’ key data for April sets out the key challenges for 2Q20; cost of risk continues to worsen, with fee generation under pressure; near...
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Mexican Banks Data November 2019; Better than October, but the Soft Macro Drives Our Cautious Stance
Mexican banking trends to November show steady if uninspiring loan growth, with flattish loan spreads, and a controlled delinquency rate Given the...
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Boost Research
Low GDP Growth and an Emboldened AMLO; Bad News for Mexican Banks
We see AMLO's emboldened populist project as a clear threat to bank sector returns Loan growth is slowing, in part as a consequence of sluggish...
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