Which Banks Have Best ROA Stability?
There is a vast difference in ROA stability across banks globally and Asia. Public Bank stands out with some of the best ROA stability over the...
603 Views
Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
443 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
China Banks – Base Effect of Low NPL Ratios
Of China’s listed banks there are only just five that have an NPL ratio at less than 1% as at YE18. For three of these banks, our vendor does not...
637 Views
The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
595 Views