The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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HSBC – Cratering UK Exports
We now have a good view on the financial impact to UK from leaving the EU. Trade figures are cratering. It may not be the best time to be...
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Bank Negara Indonesia – MOSOE Tosses A Grenade
Bank Negara Indonesia: Without any detail the MOSOE announced that BBNI will seek a rights offering in 2022. We calculate a minimum loss reserve...
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Bank Credit Weekly: Inflection Point or Fed Disappoint?
We are set-up for 2 disappointing Fed outcomes which could create buying opportunities. Meanwhile, Treasuries may have seen the worst of their sell...
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European Bank Screens 4Q20 – Our Picks in the Rotation to Value
The rotation to value benefits European banks, and there is further to go. 4Q20 results show resilient balance sheets; we focus on HSBC, Unicredit,...
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