Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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ICICI Bank – Much Better
ICICI BANK: ICICI reported a 6.5% linked quarter improvement in FY 4Q21 operating results. Credit weakness is still there, but the breakdown in net...
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The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
222 Views
DBS – Singapore Banks Gain Vs HK Banks
Most banks took high credit costs last year compared with the year before. Hang Seng Bank has seen a low delta, while DBS bank has seen a high...
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Bank Central Asia – Light At The End Of The Tunnel
BANK CENTRAL ASIA: BCA's core operating results grew 40.9% QOQ in 1Q21, and were highlighted by interest income growth and lower taxes. Another...
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