キューバ

LATAM（ブラジル除く）の銀行株をロング / グローバル銀行株をショート. ブラジルの銀行株はマクロ ファンダメンタルズが弱く、さらに悪化しているため、アンダーパフォームする. 

Cuba will become a notable frontier market now that the Communist regime has no foreign geopolitical partner to prop it up. A poor demographic profile does not prevent the country from capitalizing on American tourism. It also stands to benefit from access to U.S. consumers and rising Chinese consumerism.