2022 High Conviction Ideas in FinTech & Financials
Our 2022 high conviction ideas include buys on Sberbank, Banco do Brasil and HDFC Bank, as well as BBVA, Banco BPM, B3, SGX, Mastercard and...
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BBVA (BBVA SM)-Garanti: Better the Devil You Know, Especially in Emerging Markets
BBVA shares provide exposure to its high return group emerging market banks in Mexico, Turkey and other LatAm at an attractive PBV ratio; plus BBVA...
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BBVA/Garanti: Minorities Buyout
BBVA has finally opted to increase its investment in Garanti, despite the instability of the region. The deal makes financial sense. Gross spread...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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GEM Bank Screens; 4Q20, The Final Cut
We pick 6 GEM banks - Banorte, Credicorp, Banco do Brasil, Hana Financial, Postal Savings Bank of China & Commercial International Bank of Egypt -...
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