Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
231 Views
Bank Credit Weekly: Duration Desires Deliver Asia's AT1 & Sub Outperformance
Duration desires drove performance over the holiday shortened week. A US Senate leadership change could negatively impact the market as Goldilocks...
296 Views
Infrastructure Asset-Backed Securities: New Asset Class for Asia
This is our first report on Infrastructure Asset-Backed Securities (IABS) in Asia Pacific which provides an overview of the asset class, new to Asia.
2.1k Views
Gojek (1379371D IJ) - Upping the Ante on Financial Services
Gojek's recent move to increase its stake in Bank Jago to 22% signals it intends to move into providing a broader range of financial services.
295 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
184 Views