Banking Sector - 1Q23 update and outlook - Return of dovish policies
By end-1Q23, credit growth was low, at 2.1% YTD. This was the second lowest rate since that of 2015, when the domestic banking sector began to...
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Banking Sector - 1H22 Update & Outlook
Credit momentum should slow progressively in 3Q22: Due to high funding demand from both corporate and retail customers, credit growth in 1H22...
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HDB - ROA Expansion Can Surprise
HDB's ROA can expand dramatically in coming quarters, with lowering credit costs, lowering funding costs from maturing fixed deposits, and with...
208 Views
Vietnam – Transformational Profit
Ongoing transformation at this bank, away from term deposits, toward consumer loans, with better ALM and improved credit metrics, can see an...
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