Standard Chartered Q1 Results: Unsustainable and Event Risk Is Not Priced In
Standard Chartered’s Q1 performance looked good optically, when seen from a sharp angle. Is this sustainable? We think not for 3 reasons and prefer...
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ICICI Bank – Much Better
ICICI BANK: ICICI reported a 6.5% linked quarter improvement in FY 4Q21 operating results. Credit weakness is still there, but the breakdown in net...
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China Merchants Bank – Pig Still In Python
CHINA MERCHANTS BANK: CMB reported a 1Q21 QOQ results increase of 54.4% driven by net interest income; fee growth; and lower expenses. Net new...
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Bank Credit Weekly: Momentum Slows as Conviction Is Lacking
Momentum behind the Treasury market started to slow. Greater conviction is likely to build over the weeks which follow as economic data is...
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The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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