Latest Surge in Provisions at DBS in Asian Context: They Are Not High
The rise of impairment costs at DBS Group Holdings Ltd (DBS SP)Â was necessary and belated. But compared with banks across the region, the amount of...
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The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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Global Equity Seasonality: Â Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
310 Views
Ezion Holdings: A Reminder of Risks Facing Singapore's Banks
It is a stark reminder that all is not well in the oil and gas service sector in Singapore with the 2Q17 loss at Ezion Holdings Ltd (EZI SP) and...
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Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
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