The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
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Cases Elicit Hamfisted Messaging / Econ Package / ERP Setback / Payment Platforms Make Strides
Health: Two confirmed Covid‑19 cases prompted President Joko Widodo to announce added response measures and allocate Rp10 trillion in stimulus...
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Asian Bank HY Credit Weekly: Senior and Tier 2 Bonds Perform in Risk-Adverse Environment
Coronavirus contagion concerns negatively impacted every Hong Kong-, South Korea- and most mainland China-headquartered Additional Tier 1 (AT1)...
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Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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