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Show all reports Carteiras Temáticas One Carteiras Temáticas Premium Macro Global OHM Brasil OHM Global Portfolio Strategy

02/07/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

Mexican Bolsa 1H20. Far From Exciting but at Least Rational

Mexico

Valuation

Eduardo Estrada

by Eduardo Estrada

02/07/2020

3 votes, average: 3.67 out of 5

3 votes, average: 3.67 out of 5

3 votes, average: 3.67 out of 5

3 votes, average: 3.67 out of 5

3 votes, average: 3.67 out of 5

Bubbles and opportunity costs – A case of “Know Your Risks”.

Bolsa Brasil

Emerging Markets

Equities Strategy

Macro Brasil

Macroeconomics

Valuation

by Roberto Dumas

30/06/2020

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

Panorama da Semana da Profit Rise Research – Edição 0004

by

29/06/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

Mexican Consumers and the COVID19 Pandemic

Consumer

Eduardo Estrada

by Eduardo Estrada

29/06/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

O Panorama e a Semana Política (28 de junho de 2020)

Macro Brasil

Politcs

Marcio Fernandes

by Marcio Fernandes

27/06/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

Venezuela and Iran challenge US hegemony in the Caribbean.

Commodities

Energy

Estados Unidos

Geopolitica

Macro Internacional

Oil

Politcs

Grupo Energisa SA

Carlos H. Brandt S.

by Carlos H. Brandt S.

26/06/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

Do the right thing

Macro Brasil

Macroeconomics

by MCM

26/06/2020

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

Recuperação econômica, já em andamento, enfrentará ventos contrários

by LCA

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