Vietnam Banking Sector - Stop, It Hurts
*Â Moody's Weak Credit Rating Assigned;Â * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
323 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of  Level 3 asset and net open short F/X position. Loan loss reserves need...
390 Views
Banking Industry Update Report - Macro Advantage to Drive Profit Growth of Banking Industry
New prospects for bad debt recovery prospects. The legal framework has continued to improve with the adoption of Resolution 42, which is considered...
270 Views
Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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