Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
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Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
333 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
433 Views
Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
386 Views
Sathorn Series O: Thai Banks Expand Abroad
The high levels of economic maturity and slower economic growth has sent Thailand's top banks looking more seriously for growth abroad than it has...
467 Views