Fresh Asian Long Bets
Fresh long themes - China, HK, Korea and Japan in focusAsia webcast - To view click on this link: https://www.screencast.com/t/tPCuk91R 11:05...
151 Views
Asia Long Additions
Chartonics webcast Friday 17 March 2017Asia webcast - To view click on this link: http://www.screencast.com/t/fPdF7dlK 10:39 min*The webcast...
294 Views
Indonesia Concerns in Focus
There is no denying the slowing GDP growth in Indonesia. The currency has become more acutely weak. Bad loans are rising for all the major banks...
3k Views
A cheap Indonesian bank, with a 10% yield, where NPLs will decline fast.
Poor loan processing caused high NPLs, and this is now changing. As NPLs move from 4.5% of loans toward 3.0%, investors will be rewarded. At 1.2x...
384 Views