Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
316 Views
Sathorn Series 2: Banks Under Storm (PromptPay & Deposit Guarantee Removal)
We are very cautious about Thai banks, because they are effectively the mirror image of a slow economy. Though the economy has picked up and NPLs...
340 Views
"Special Mention Loans" across Asia
Banks in Asia tend have five loan categories, where the last three combined are termed non-performing (NPL). These categories are substandard,...
357 Views
South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
411 Views
Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
964 Views