Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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OCBC Group Profit Inflated from GEH, Much of Which Is Non-Operational
Oversea Chinese Banking Corp. Limited (OCBC SP) describes its Great Eastern Holdings Ltd (GE SP; "GEH") non-operating profit as mainly comprising...
333 Views
Expect Deteriorating Credit Metrics at Singapore Banks in 2Q17
We believe that Singapore's banks will reveal worsening credit metrics when they release 2Q17 results. Declining oil prices and rising...
234 Views
The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
314 Views
OCBC Bounces Back With Stronger 1Q Result; FVE of SGD 12 Unchanged
Oversea Chinese Banking Corp. Limited (OCBC SP), or OCBC, bounced back from a weak fourth quarter to post a much stronger first-quarter 2017...
207 Views