American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Helping People Own a Home
A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...
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Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
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Sathorn Series 4: Reading McKinsey, Investing Insurance
After reading parts of Insurance in Asia written by McKinsey veterans and tossing ideas with our brokers, we developed an interest in the insurance...
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"Special Mention Loans" across Asia
Banks in Asia tend have five loan categories, where the last three combined are termed non-performing (NPL). These categories are substandard,...
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