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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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