South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
894 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
583 Views
MUFG (8306 JP): No Harm in Waiting (1Q FY3/2020 Results Comment)
Overall, Mitsubishi Ufj Financial (8306 JP)’s 1Q FY3/2020 results were encouraging. Japan’s biggest financial group looks well-placed to...
412 Views
Kiatnakin: Downward Trends Reinforce Our Cautious Stance
Kiatnakin Bank (KKP TB) may be falling behind its targets for profitability, credit costs, and loan growth but we are more concerned about eroding...
432 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
551 Views