China Banks: Depressed Positioning
China and HK Banks stand as the largest industry underweight, with 87% of Asia Ex-Japan funds positioned below the benchmark. Underperformance is...
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Hong Kong - Exit This Way
Hong Kong's banks show sharply higher impairment costs, and partly from China related lending. This can continue. The acclerating and high HK...
498 Views
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
1.4k Views
Hong Kong to Embrace Digital Currency E-HKD, Boosting Fintech Investment and Connectivity With E-CNY
Hong Kong Monetary Authority issued a strategic paper exploring the feasibility of issuing e-HKD within 12 months. Banking app MAU/DAU might become...
484 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
390 Views