Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
Vietnam – Fitch Downgrades Banks
Fitch Bank Downgrades: Fitch Ratings (Fitch) has finally gotten around to revising the outlook of the long-term issuer default ratings from...
469 Views
Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
575 Views
Vietnam - Banks Are a Complete Charade
 Bank and Sovereign Liquidity and Capital Under Severe Stress.   VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game.  Capital...
684 Views
Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
413 Views