Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
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United Overseas Bank: Go Underweight AT1
Underweight United Overseas Bank (UOBSP) Additional Tier 1 (AT1) bonds. From a relative value perspective, we believe these bonds are likely to...
389 Views
HSBC Holdings â Letting A Good Crisis Go To Waste
*FT Suggests Sea Change In US Strategy: In a Financial Times article dated May 25thâHSBC board rethinks overhaul and seeks even sharper cutsâ, it...
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Standard Chartered and IFRS 9 Moves: We Prefer StanLnâs â23 Callable AT1 to HSBCâs â23
Standard Chartered (StanLn) could benefit from a reset of IFRS 9 transitioning and expected credit loss (ECL) deferral, as proposed for European...
342 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
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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