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Investing.com -- UBS has identified the Brazilian real (BRL) as its preferred long position in Latin America, citing the currency’s cheap valuations and high carry. The bank is positioning long BRL ...
In a recent note, Barclays estimated total Q2 orders at approximately 1.6GW, more than 50% below the 3.65GW consensus. The figure includes 1GW of announced onshore orders, with an additional 550MW ...
Investing.com -- UBS Global Research has upgraded both Baloise Holding AG and Helvetia Holding AG to “buy,” citing a projected 20% uplift in cash generation from their proposed merger.
The bank attributes this shift to improved fundamentals and credit ratings that have made much of the EM universe more accessible to global, non-dedicated investors. Bank of America considers these ...
Babcock’s removal suggests the committee no longer views the company as likely to deliver market-beating returns in the coming year compared to other small and mid-cap European stocks. The news comes ...
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