Domestic risks rising in the Philippines. Is the Fed really deferring monetary normalization?
Highlights:Â Domestic risks rising in the Philippines The strength of the US Dollar has hit the growth of remittances from non-USD labour markets,...
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BDO, BPI are not homogenous
Sometimes it is better to stick to the larger banks in markets that are especially illiquid, like Philippines. The largest banks are BDO Unibank...
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PNB is over looked by most, but better capitalized, and with turnaround features
PNB has seen its NPLs collapse. Its capital is higher than domestic peers - and most in Asia. Â Yet it's market capitalization is 50-75% lower than...
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Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ Â combine to create a world of worry in markets and bank...
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