Bank Credit Weekly: Risk-On Until Hong Kong
Almost all Asia-headquartered bank bonds tightened in this week’s risk-on environment. However, Friday’s jump in Hong Kong's inter-bank rates...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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CIMB Bank: Hanging Ten
We initiate our coverage of CIMB Bank Bhd (CIMB) and analyze the impact of COVID-19 on the bank’s credit fundamentals. As the 2nd-largest bank in...
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Oil – Trying To Get Dislocation Under Control
* Oil Price Dislocation Continues: Last week, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
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Houston, We Have A Problem
* Pay Me To Take Your Assets: Yesterday, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
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