ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
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The Market Leaders Hiding in Plain Sight
The long-term structure of global markets is seeing a loss of leadership by U.S. equities and emerging new leadership in Europe.
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Oversea Chinese Banking Corp.- Another Weak Print
OCBC: OCBC reported 4Q21 net profit decline of 20.5% QOQ due to increases in loss provisions and costs. Were it not for the improvement in...
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DBS Group Holdings – Weak Print, But Credit Improves
DBS: DBS 4Q21 declined 18.1% QOQ and driven by negative operating jaws; While loss provisions weren’t reversed this quarter, reserves should be...
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DBS Group Holdings – And Baby Makes Three
DBS: Another troubled bank deal adds another managerial distraction, as DBS has agreed to acquire Citigroup’s Taiwan consumer franchise. Further,...
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