TCB: Subpar Trends and Valuation Leave Us Unconvinced
Steven Holden pinpoints Vietnam record ownership as a key theme for 2020. Steve explains: "the percentage of GEM funds with exposure to Vietnamese...
455 Views
Vietnam Banking Sector - Stop, It Hurts
*Â Moody's Weak Credit Rating Assigned;Â * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
272 Views
2018 Strategy Report: "Confront the Big Waves"
2018 marks the third year of the 2016-2020 Socio-Economic Development Plan which concentrates on institutional reforms and business environment...
285 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of  Level 3 asset and net open short F/X position. Loan loss reserves need...
388 Views
Banking Industry Update Report - Macro Advantage to Drive Profit Growth of Banking Industry
New prospects for bad debt recovery prospects. The legal framework has continued to improve with the adoption of Resolution 42, which is considered...
266 Views