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60 Castlereagh Street
Sydney, New South Wales 2000
In 2013, BNP Paribas Investment Partners formed a new structure dedicated to fostering a closer relationship with each of our different types of client and improving the excellence of the services we offer them. We now have three business lines structured ... more
Senior Portfolio Manager, US Equities
Head of Global Emerging Market Equities
Cross Over - Consultin & Auditing
Brazilian stocks are more attractive now thanks to their cheaper valuation, according to Gabriel Wallach, who manages about $2.5 billion in assets as chief investment officer of global emerging-market equities at BNP Paribas Investment Partners. While IPC members trade at 17 times estimated earnings over the next 12 months, Ibovespa companies are valued at 10.3 times profit forecasts, according to data compiled by Bloomberg."It's definitely a good time to switch from Mexico to Brazil on valuation and growth," Wallach said in a phone interview from Boston.
"The government in
"The government in Brazil has been very interventionist in several sectors, which has hurt sentiment," Gabriel Wallach, who manages about $2.5 billion in global assets as chief investment officer of global emerging market equities at BNP Paribas Investment Partners in Boston, said in a telephone interview.
Thacker Robinson Zinz Co
George & Wallach L.L.P
Cumulus Media Inc.
Wheeler Trigg O'Donnell LLP
Huf Group companies