HALISTER1: Brazil Bonds Are ‘Cheap’ as Mexico’s Debt Best Avoided: Loomis

Brazil Bonds Are ‘Cheap’ as Mexico’s Debt Best Avoided: Loomis

(Bloomberg) -- Brazil and Argentina’s sovereign bonds are cheap and have room to rally, says Loomis analyst Bianca Taylor.
  • The firm, which oversees $240 billion, recommends an overweight position in bonds of both countries
  • “Brazil has its funding needs covered in the local market, so it has the chance to be very opportunistic in the international market,” she says
  • NOTE: Brazil Sells $1 Billion Overseas Bond After Borrowing Costs Sink
  • Mexico bonds offer too much risk at this moment as the country is likely to face “a couple of downgrades”: Taylor
  • Peru notes are best avoided as the Odebrecht scandal that spread to country is likely to hit the infrastructure sector, the main driver for the economy

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Bianca Taylor (Loomis Sayles & Co LP)

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HALISTER1: DBRS Comments on Ontario’s New University Funding Model

DBRS Comments on Ontario’s New University Funding Model

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Source: DBR (Dominion Bond Rating Service)

People
Brenda Lum (DBRS Ltd)
Julius Nyarko (DBRS Ltd)

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HALISTER1: DBRS: Central 1’s 4Q16 Earnings Seasonally Lower; Personal Delinquencies Tick Higher in BC

DBRS: Central 1’s 4Q16 Earnings Seasonally Lower; Personal Delinquencies Tick Higher in BC

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
1568Z CN (Central 1 Credit Union)

People
Maria-Gabriella Khoury (DBRS Inc)

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HALISTER1: New Residential Mortgage Loan Trust 2017-1 - DBRS Rating Report

New Residential Mortgage Loan Trust 2017-1 - DBRS Rating Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

People
Corina Gonzalez (DBRS Inc)
Quincy Tang (DBRS Inc)
Zhen He (DBRS Inc)

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Credit Analysis Research
Credit Research
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Reports

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UUID: 7947283