COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
787 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
675 Views
India Banks – NPL Growth Higher at HDFC than Most Others
As new data from India's banks are released, we look to Pillar 3 disclosure and bad loan distribution, in particular. It is also interesting to see...
629 Views
India Banks – The Roadmap Ahead
With the Reserve Bank of India (RBI) now effectively run by the government, there are likely to be discernable red flags ahead. We must expect that...
659 Views
India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
629 Views