Fresh Asian Long Bets
Fresh long themes - China, HK, Korea and Japan in focusAsia webcast - To view click on this link:Â https://www.screencast.com/t/tPCuk91RÂ 11:05...
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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...
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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...
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A cheap Indonesian bank, with a 10% yield, where NPLs will decline fast.
Poor loan processing caused high NPLs, and this is now changing. Â As NPLs move from 4.5% of loans toward 3.0%, investors will be rewarded. At 1.2x...
600 Views
BRI Danareksa Debt Research, Weekly Report, August 29, 2023
Powell’s hawkish tone in Jackson Hole The Fed’s chairman’s speech last Friday on annual Jackson meeting emphasized the potential need for The Fed...
367 Views