Tag Archives: valuations

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

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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

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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

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