Primer: Bank of the Philippine Islands (BPI PM) - Aug 2026
Established Market Leader with Strong Fundamentals: As the first bank in the Philippines and Southeast Asia, BPI has a long-standing history of...
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Asian Banks - Wide Variance in Credit Growth, and in Delta of Growth Rates in Recent Months
There is a wide variance of domestic loan growth rates in Asian countries, one must be highly selective. There are implications for growth of net...
1k Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Executing, Avia Avian, and Thai Politics
The past week saw insights published on Bank Rakyat Indonesia, PT Avia Avian, Ultrajaya Milk, Telekomunikasi Indonesia, Vinagame IPO, and a Digital...
747 Views
Philippines:Â Emerging Signs of Investment Recovery
Philippines fund ownership shows signs of life after decade long bear market. Asia Ex-Japan funds buy in to BDO Unibank and Bank of the Philippine...
525 Views
MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted
MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...
531 Views