What does the next phase of Brazil’s banking cycle look like for Bradesco?
In this episode of the LATAM Stocks Podcast, Patrick Flood, CFA speaks with Ilan Arbetman, CFA, Head of Research at Ativa Investimentos, about Brazilian equities and takes a deep dive into Bradesco.
They discuss Brazil’s broader equity-market environment, foreign investor flows, the country’s credit and delinquency cycle, and how Bradesco is positioning itself for the next phase of the banking cycle.
The conversation also covers Bradesco’s exposure to Brazil’s middle-income consumer, changes in lending standards and credit underwriting, profitability and valuation, opportunities to improve efficiency, and how the bank compares with other major Brazilian financial institutions.
Patrick and Ilan also examine Bradesco’s insurance and healthcare businesses, including the importance of insurance to the group’s earnings and the strategic and capital implications of recent changes to the business.
Guest:
Ilan Arbetman, CFA Head of Research — Ativa Investimentos
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