Itausa (ITSA4 BZ): Less Bearish, but Still Cautious
Itausa-Investimentos Itau-Pr (ITSA4 BZ) has performed broadly in line with its largest holding Itau Unibanco Holding Sa (ITUB4 BZ) since...
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Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
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Asian Bank HY Credit Weekly: Coronavirus Offsets Positive Issuance News in Asian Credit Spreads
Spread tightening at the beginning of the week caught market concerns regarding the coronavirus outbreak. Profit taking before the Lunar New Year...
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Capital Build, Cost Control and Lower Risk Cost to Drive Banco Do Brasil’s (BBAS3 BZ) Shares Higher
Growing risk appetite in the markets should drive interest in emerging market equities, including Brazil, with its recovering GDP outlook bringing...
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Brazil Banks Data November '19; Broadly Positive Pointers for 2020, Despite Spread Pressure
Brazil banks data to November is broadly positive Accelerating loan growth, especially in the individuals category, and well controlled...
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