Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
712 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
870 Views
The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
855 Views
Bank Central Asia (BBCA IJ) - Investment Loans Leading Growth - On the Ground in J-Town
A recent conversation with Bank Central Asia (BBCA IJ) management revealed a relatively upbeat picture for 2H19, with loan growth ticking upon a...
717 Views
The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views