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...
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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...
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BVSC Vietnam Research Updates
Brief Company/Market NewsLoc Troi Group (LTG) began trading on the UPCoM(unlisted public companies market) this week. Â Loc Troi Group is a leading...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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