The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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OCBC â Difficult to Square
The data and text from Oversea Chinese Banking Corp. (OCBC SP) is difficult to square. It talks about improved credit quality, but its NPLs are up...
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U.S. Fed More Dovish on Future Rate Hike; Prefer HSBC, OCBC, and BOCHK in Our Asia Bank Coverage
With the U.S. Federal Open Market Committee unanimously voting to maintain its target rate range at 2.25%-2.5% in its first official meeting of...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstarâs global equity research team. With more than 100 analysts covering...
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Singapore Banks â Falling Oil Can Restart NPL Flow
Oil prices are down to levels last seen in October 2017. The price rise during 2018 is gone, and prices are well lower than at the start of the...
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