Filippo Luca
Filippo Luca
beginning clear deals moving pushing rumors seeing shares short sorts
Things have started moving and it's clear that we will be seeing some deals in the short term. There are all sorts of rumors going around and this is pushing the shares higher. We're only seeing the beginning of it.
convinced economic economies growth latin leap time totally
Latin American economies have made a leap to quality. We are totally convinced that this time the economic growth will be much more sustainable than it has been in the past.
banks buying domestic either possible sorts
In France, there are all sorts of possibilities. You either have banks buying other banks abroad, as BNP Paribas did, or you have possible domestic deals.
fund individual key managers study track
The key is to study the individual fund managers and their track records.