Asian Bank HY Tier 2: Relative Value Vs Global Emerging Market Peers
High yield Tier 2 bonds of Asia-headquartered banks trade at an attractive valuation relative to Tier 2 bonds of other Emerging Market banks. The...
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Asian Bank HY Credit Weekly: The Novel Coronavirus and Credit
The novel coronavirus (nCov-2019) is likely to pressure greater-China and China trade area risk assets over the near term, if the economic and...
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Global Banks: The Optically Cheap Carry Most Risk
We carry out an analysis of 650 bank shares. This time around, we use an earnings yield (inverse of PE ratio) based on ROE/PB, franchise valuation,...
400 Views
Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
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Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
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