Itausa (ITSA4 BZ) - Take Profits on Narrowing NAV Discount
Itausa-Investimentos Itau-Pr (ITSA4 BZ)'s NAV discount has narrowed since our initiation in January 2019 from 24% to 18% currently, outperforming...
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Boost Research
Banco Do Brasil (BBAS3 BZ) - Sound Progress, and Great Value Versus Its LatAm Peers
Brazil assets have not escaped the impact of the generally "risk-off" mode in markets; for the Brazil big-cap banks, including our top pick Banco...
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Boost Research
Brazilian Banks; June Central Bank Data Is a Mixed Bag
Bank system loan growth to June has slowed, with the biggest downturn in corporate and directed lending Despite this, private sector banks...
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Boost Research
Primer on Brazilian Digital Banking – Disrupters & Adapters
Brazil is progressing on its digital banking journey; it is ahead of most LatAm countries, bar Chile, but it lags other emerging markets like...
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Boost Research
Brazilian Pension Reform Moves Ahead; We Stick with Our Positive View on Banco Do Brasil
Brazil's pension reform agenda moves closer to approval, with its passage through the special commission of the lower house last week We expect...
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