Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
520 Views
Vietnam - Banks Are a Complete Charade
 Bank and Sovereign Liquidity and Capital Under Severe Stress.   VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game.  Capital...
625 Views
Techcombank - Best House In a Bad Neighborhood
*Â With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
821 Views
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...
276 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...
393 Views