-
Recent posts
Twitter Updates
- And comes with Itau's hefty cut to YE21 target price for the Ibovespa from 152,000 to 120,000, given the worse macr… twitter.com/i/web/status/1… 4 days ago
- Selection of recent downward revisions to Brazilian GDP growth next year (which has a presidential election at the… twitter.com/i/web/status/1… 4 days ago
- El Salvador's experiment with #bitcoin is being watched closely. Here's my take for @Euromoney euromoney.com/article/2921b5… 5 days ago
- RT @jdorosario: 👇🏽👇🏽👇🏽 bloomberg.com/news/articles/… 6 days ago
- @paulogbarreto Hi Paul, I'm a financial journalist based in Sao Paulo writing a story for @euromoney about the Plan… twitter.com/i/web/status/1… 6 days ago
- RT @BancoCentralBR: O IPCA foi divulgado pelo @ibgecomunica https://t.co/mmvcKcZLyk 1 week ago
- @chrisplumb 1. London 2 São Paulo 3. New York. 4. Morpeth 5. Hull 2 weeks ago
Archive
- September 2019 (1)
- July 2019 (1)
- May 2019 (1)
- April 2019 (1)
- December 2018 (1)
- November 2018 (1)
- October 2018 (1)
- May 2018 (2)
- April 2018 (1)
- March 2018 (4)
- January 2018 (2)
- October 2017 (2)
- September 2017 (2)
- July 2017 (2)
- June 2017 (1)
- May 2017 (6)
- April 2017 (4)
- March 2017 (11)
- February 2017 (1)
- January 2017 (1)
- December 2016 (3)
- November 2016 (2)
- September 2016 (4)
- July 2016 (1)
- May 2016 (1)
- March 2016 (4)
- February 2016 (3)
- January 2016 (5)
- December 2015 (4)
- November 2015 (3)
- October 2015 (4)
- September 2015 (2)
- June 2015 (3)
- May 2015 (4)
- April 2015 (2)
- March 2015 (2)
- February 2015 (3)
- January 2015 (2)
- December 2014 (1)
- November 2014 (1)
- October 2014 (3)
- September 2014 (3)
- August 2014 (4)
- July 2014 (2)
- June 2014 (3)
- May 2014 (3)
- April 2014 (1)
- March 2014 (4)
- February 2014 (4)
- January 2014 (3)
- December 2013 (1)
- November 2013 (5)
- October 2013 (7)
- September 2013 (2)
- August 2013 (2)
- July 2013 (1)
- June 2013 (3)
- May 2013 (3)
- April 2013 (1)
- March 2013 (2)
- February 2013 (4)
- January 2013 (4)
- December 2012 (2)
- November 2012 (2)
- October 2012 (2)
- September 2012 (1)
- August 2012 (4)
- July 2012 (3)
- May 2012 (4)
- April 2012 (3)
- March 2012 (1)
Monthly Archives: March 2017
Has Brazil’s equity rally run out of steam?
Is it time to sell Brazil? Yes, according to the Swiss bank that accurately called the strong rally in equity and FX during the past 12 months. Credit Suisse and its Swiss competitor UBS have been eyeing the strong equity … Continue reading
Posted in Blog
Tagged Bovespa, brazil, Brazilian banks, EM, Equities, financial institutions, Selic, valuations
Leave a comment
UBS spies inflection point for EM banks’ valuations
Emerging market (EM) banks could be on the verge of outperformance due to a structural improvement in both COE and the return on that equity, according to new research from UBS. Recent falls in COE – and signs that a … Continue reading
Posted in Blog
Tagged Argentina, banks, brazil, COE, Colombia, EM, interest rates, latin america, Mexico, peru, ROE, UBS, valuations
Leave a comment
Banco do Brasil begins to convince
Banco do Brasil’s CEO Paulo Rogerio Caffarelli has expressed confidence that the bank will see a significant recovery in profitability and other financial metrics during the rest of this year, due to a combination of a return to growth for … Continue reading
Posted in Blog
Tagged Banco do Brasil, Banco Patagonia, banks, brazil, cost cutting, economy, finance, NII, NIM, Paulo Caffarelli
Leave a comment
Argentina moves to promote private banking
Argentina wants to bring in regulations that will encourage Latin America’s private bankers to register to operate in the country. The country’s securities commission, the CNV, is proposing to create a new financial classification of ‘global investment adviser agent’ (agente … Continue reading
Posted in Blog
Tagged Advise Wealth Management, Argentina, economic growth, GDP, latin america, miguel sulichen, private banking, Regulation, tax amnesty, Uruguay
Leave a comment
Peña presses on as Paraguay outperforms
This year Paraguay is marking the 100th anniversary of the birth of one of its most famous writers, Augusto Roa Bastos, who once described his landlocked country as: “An island surrounded by land”. The small Latin American country, with a … Continue reading
Posted in Blog
Tagged economy, finance, GDP, IDB, Infrastructure, latin america, Mercosur, Pacific Alliance, Paraguay, PPP, Santiago Pena
Leave a comment
Santander Brasil focuses on its goals, not the misses
Angel Santodomingo, Santander Brasil’s CFO, has had a ringside seat for the latest round of consolidation in the country’s retail banking sector. As HSBC and then Citi put their Brazilian retail operations up for sale, the Spanish-headquartered bank (although it … Continue reading
Posted in Blog
Tagged Angel Santodomingo, Banking, Bradesco, brazil, Citi, competition, getnet, HSBC, Itau, Santander Brasil
Leave a comment
Goldfajn plots a happy ending for Brazil interest rates
The new president of Brazil’s central bank has identified the large interest rate spread applied by banks on top of the base rate as an obstacle to economic growth. His plan to increase competition and reduce this ‘spread bancario’ is … Continue reading
Posted in Lifestyle Blog
Tagged banks, brazil, central bank, competition, fintechs, Ilan Goldfajn, low interest rate environment, Selic, Spread bancario
Leave a comment
Why investors aren’t pricing political risk properly
In many respects the plan is working to perfection. Brazil’s business class wasn’t particularly discreet about its desire to get In many respects the plan is working to perfection. Brazil’s business class wasn’t particularly discreet about its desire to get … Continue reading
Posted in Blog
Tagged brazil, debt, Dilma Rousseff, investors, jair bolsonaro, lava jato, michel temer, pensions reform, political risk, politics
Leave a comment
Paraguay to focus on trade at IDB
Paraguay’s minister of finance, Santiago Peña, says that he expects the recent shift to the right in the politics of Mercosur’s two largest member countries to lead the organization to refocus on its economic mission at the expense of broader … Continue reading
Posted in Blog, Lifestyle Blog
Tagged economic policy, economics, exports, IDB, latin america, Mercosur, Nafta, Pacific Alliance, Paraguay, Santiago Pena, tax strategy, Trump
Leave a comment
How BTG came through the ultimate stress test
When Brazilian federal police knocked on the door of André Esteves’ Rio de Janeiro home on the morning of November 25, 2015, they were not only arresting one of the country’s most prominent bankers, they were also delivering a hammer … Continue reading
Posted in Blog
Tagged Andre Esteves, brazil, BTG, BTG Pactual, central bank, corruption, huw jenkins, lava jato, Roberto Sallouti, stress test
Leave a comment
