-
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)
Tag Archives: banks
Argentina’s banks face strategy dilemma
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
Euromoney’s review of global banks: Itau
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
Posted in Blog
Tagged banks, brazil, candido bracher, capital, dividends, economy, finance, Itau, XP Investimentos
Leave a comment
BBVA tempted to sell its Chilean retail bank
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
Posted in Blog
Tagged Bancolombia, banks, Basle III, BBVA, Chile, JP Morgan, M&A, Scotiabank, valuations
Leave a comment
Brazil’s banks face paradox of worsening asset quality in a deleveraging corporate sector
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
Posted in Blog
Tagged asset quality, Banco do Brasil, banks, Bradesco, brazil, Brazilian Central Bank, corporate loans, credit, Credit Suisse, deleveraging, delinquincy, Itau, leverage, Marcello Telles, NPLs, risk, santander
Leave a comment
Bradesco BBI aims to become regional investment bank
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
Posted in Blog
Tagged banks, bradesco BBI, brazil, competition, DCM, debt, ECM, Equities, investment banks, latin america, Leandro Miranda, research, universal banks
Leave a comment
Was Brazil’s crash an opportunity or the end of a bull run?
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
Posted in Blog
Tagged banks, Bovespa, brazil, BRL, corruption, Eduardo Cunha, FX, GDP, impeachment, Joesley Batista, lava jato, michel temer, recession, scandal, shares, temer
Leave a comment
NPLs point to credit quality recovery in Brazil
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
Santander Brasil begins to win converts to its turnaround story
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
Posted in Blog
Tagged Banking, banks, brazil, Credit Suisse, economy, getnet, Marcelo Telles, momentum, NII, NIM, Santander Brasil, Turnaround
Leave a comment
Supervielle flying in Argentina
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
Posted in Blog
Tagged Argentina, banking sector, banks, central bank, lebacs, Mauricio Macri, Milton Migotti, Supervielle
Leave a comment
