Latin America
Executive Summary Chile: Stocks Rally When Inflation Rolls Over
Chile: Stocks Rally When Inflation Rolls Over…
Executive Summary Russia Not Prepared To Invade West Ukraine Yet
Imbalance Of Terror (GeoRisk Update…
Executive Summary Brazil: Are Political & Macro Risks Priced-In?
Brazil: The Road To Elections Won't Be Paved With Good Intentions…
Is The Rally In Brazilian Stocks Sustainable…
Executive Summary Upgrading Brazil Within An EM Equity Portfolio
Upgrading Brazil Within An EM Equity Portfolio…
Highlights Odds favor left-wing candidate Gabriel Boric to win the second round of this weekend’s presidential elections. If this scenario takes place, Chilean equities and the currency will sell off considerably. Nevertheless, once the dust settles, a buying opportunity might emerge in Chile…
Brazil: Hawkish Policy Is Negative For Domestic Demand…
Dear Client, Next week, we will be sending you BCA Research’s Annual Outlook, featuring long-time BCA client Mr. X, who visits towards the end of each year to discuss the economic, financial and commodity market outlook for the year ahead. All the best, Bob Ryan Chief Commodity & Energy…
MXN: Not The Time To Bottom Fish…
Chilean Markets Rally On Right-Wing Resurrection…