Boost Research
Brazilian Payments Report: Cielo on the Defensive Against Disruptive Challengers
The non-cash payments market continues to grow at a double-digit rate in Brazil, driven primarily by growing usage of credit and debit...
617 Views
Boost Research
Itausa: Discounted Access to Premium Quality Itau
Itausa-Investimentos Itau-Pr (ITSA4 BZ) is the main indirect vehicle through which to gain discounted equity exposure to premium ROE-generating...
902 Views
Boost Research
Brazil Banks: Banco Do Brasil Focus - Prospects for Improved Returns, Narrowing PBV Discount
A rising pro-market tide has lifted the big-cap banks, but now it is time to be more selective. We see further potential for stock re-rating among...
1.7k Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
739 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views