The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
430 Views
EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
389 Views
Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
363 Views
The Week that Was in ASEAN@Smartkarma - Ace Hardwear, Thai Macro, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
417 Views
Bank Credit Weekly: Powell Put Pushes Asia and US HY Risk Sentiment Higher – Risks Now Changed
Asia’s high yield market kept pace with the US as risk sentiment rose following the Fed Chairman’s speech this week. The Powell put is alive and...
419 Views