Brazil’s banks adapt to lower NIMs

Brazil’s banks adapt to lower NIMs

By ROB DWYER

Sharp reduction in Selic boosted 2017 profitability but is a challenge in 2018; ‘soft’ recovery in credit demand might not offset lower margins.

Brazil’s devilish future?

Brazil’s devilish future?

By ROB DWYER

The political opponents of former president Lula look to have ruled him out of the next election, but this risks an even more volatile outcome.

Mexico at risk from populism

Mexico at risk from populism

By JEREMY WELTMAN

Investor risk is heightened by the general election on July 1 and analysts fear it could see structural reforms undermined, weighing on economic growth potential.

Brazil: special focus

Brazil: special focus

Euromoney's recent coverage of the macroeconomic, FX, fixed income and equity market trends in Latin America's largest – and crisis-beset – economy.

Colombia needs to win the peace

Colombia needs to win the peace

Colombia will elect a new president in the first half of next year and, if the urgency to address the country’s financial position wasn’t already clear enough, the country’s December downgrade by Standard & Poor’s to one notch above junk throws the need for fiscal reform into sharp relief.

The outlier in Brazil isn’t politics

The outlier in Brazil isn’t politics

While growth forecasts for Brazil for 2018 are turning optimistic, a few – a surprisingly small number in fact – are warning about a growing downside risk for next year: a negative hit from a persistent drought.

Bric: special focus

Bric: special focus

Euromoney's recent coverage of macroeconomic, FX, fixed income and equity market trends in Brazil, Russia, India and China.

Ecuador is a bright light, outshining Venezuela

Ecuador is a bright light, outshining Venezuela

By JEREMY WELTMAN

Euromoney’s survey highlights one LatAm borrower on an improving risk trend with attractive credentials, as long as it can ride out the political tensions under its new leadership.

Risk enters Brazilian wealth management

Risk enters Brazilian wealth management

By ROB DWYER

A change in the interest rate environment will require a fundamental shift in mind-set from the clients of Brazil’s private banks – are they ready for it and where should they look for returns?