Philippines: 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...
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EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views
Green Banking in ASEAN: An Assessment of ASEAN Banks' Sustainable Finance Policies
ASEAN needs billions (probably trillions) in climate finance, and ASEAN banks are poised to play a vital role. This is an assessment of sustainable...
802 Views
Singapore Banks Compare Well with ASEAN Banks, Perhaps Unexpectedly?
There are several stand out characteristics of Singapore’s banks compared with others in Asean: credit metrics, return stability, cost-management,...
784 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
385 Views