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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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...
543 Views
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...
542 Views
Asian Equities: Keep an Eye on These Earnings Inflections
​Earnings inflections, ie EPS est rising after long period of decline, are selectively underway in Asia. We identify 9 market-sectors - 3 from HK...
743 Views
KTC - Stresses in Thailand Mass Market Credit Cards, Clear in BOT Debt Relief Measures
KTC reveals granular detail for many Bank of Thailand relief measures on consumer debt, suggesting that credit metrics are very weak, and this is...
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