The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
458 Views
Banks – Margins
With full data out from Singapore’s banks, it is becoming even clearer, how loan mix can impact net interest income, and margins. It is also a...
390 Views
The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
423 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
279 Views
Singapore Banks – Loan Migration
We believe the positive loan migration risk is at DBS and the least positive is at UOB. The implications are for lower credit costs at DBS than...
435 Views