Tag Archives: banks

Argentina’s banks face strategy dilemma

Posted on May 11, 2018 by robdwyerbrazil

The slow pace of Argentina’s fiscal reform programme finally caught up with its government last week and, compounded by an error in monetary strategy at the end of last year and a deteriorating risk environment for emerging markets, the country … Continue reading →

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Euromoney’s review of global banks: Itau

Posted on January 12, 2018 by robdwyerbrazil

The optimal way to drive through a sharp turn in the road is to slow down before you reach it, before accelerating out from the mid-point of the curve. In much the same way, Itaú Unibanco has steered its way … Continue reading →

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BBVA tempted to sell its Chilean retail bank

Posted on September 27, 2017 by robdwyerbrazil

BBVA’s decision to open talks about selling its Chilean retail bank to Scotiabank could lead to a notable retrenchment of its Latin American operations. BBVA has a large presence in Latin America, with significant banks in Argentina, Colombia, Mexico, Peru … Continue reading →

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Brazil’s banks face paradox of worsening asset quality in a deleveraging corporate sector

Posted on July 14, 2017 by robdwyerbrazil

Brazil’s banks are facing an apparent paradox: the level of corporate leverage has improved markedly in the past year while delinquency levels have risen and non-performing loan (NPL) formation remains at high levels. These are the main findings of a … Continue reading →

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Four is company at Grupo Aval

Posted on May 25, 2017 by robdwyerbrazil

Banking consolidation is often cited as a challenge in Latin America. In the past, banking crises have led to acquisitive growth opportunities for those banks that have been relatively less stricken, while customers have sought out the strongest banks for … Continue reading →

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Bradesco BBI aims to become regional investment bank

Posted on May 24, 2017 by robdwyerbrazil

Bradesco BBI is aiming to become a regional investment bank in Latin America over the next couple of years, according to its managing director Leandro Miranda. Leandro Miranda, Bradesco BBI Miranda, who has headed Bradesco’s investment banking unit since late … Continue reading →

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Was Brazil’s crash an opportunity or the end of a bull run?

Posted on May 23, 2017 by robdwyerbrazil

Bargain hunters came into the market for shares in the Brazilian banks at the end of last week as investors bought the crash that immediately followed a scandal that threatens to end Michel Temer’s presidency. However, while the subsequent recovery … Continue reading →

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NPLs point to credit quality recovery in Brazil

Posted on May 16, 2017 by robdwyerbrazil

The Q1 2017 results of the Brazilian banks might mark the beginning of an inflection point for the country’s credit performance, according to Fitch Ratings. The rating agency believes that the signs of stabilization of the banks’ non-performing loans (NPLs) … Continue reading →

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Santander Brasil begins to win converts to its turnaround story

Posted on April 19, 2017 by robdwyerbrazil

Credit Suisse believes 2017 will be seen as “a defining year” in the history of Santander Brasil. Marcelo Telles, the Swiss bank’s equity analyst for the Brazil-listed bank, believes the perennially underperforming bank is achieving a strategic turnaround – and … Continue reading →

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Supervielle flying in Argentina

Posted on April 6, 2017 by robdwyerbrazil

Grupo Supervielle is set to continue its rapid, above-industry-average growth in 2017, according to Milton Migotti, head of international trade and financial institutions. The banking group was the first Argentine financial institution to take advantage of improved investor sentiment about … Continue reading →

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