DBS - Limited Net Flow Through
DBS saw its credit costs in 3Q22 surge to a level that is more than the past 6 quarters, combined. This is highly unusual, and not what we see with...
336 Views
Singapore's Inaugural Green Bond: Big Deal, Big Impact
Singapore’s inaugural green bond is a big deal, in size and impact. It is one of the world’s largest debut issues and funds Clean Transportation...
358 Views
Singapore Financials: Surging Higher
Asia Ex-Japan funds ramp up Singapore Financial allocations . A key beneficiary in this year’s sector rotations, new positions have been added...
439 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4.2k Views
Asia Ex-Japan:Â Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
599 Views