Indonesia: Another 50bp of Rate Cuts by October Will Spur 2H 2020 Recovery
BI cut its policy rate 25bp to 4% on Thursday (16 July), completing 100bp of cuts in 2020. But with inflation at 1.96% YoY in June, the real policy...
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Japan Post Bank – Structural Decline
With asset yields under pressure there is no comparable relief on funding. This is due to the nature of Japan Post Bank (7182 JP)'s (JPB) high rate...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
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Bank Mandiri Persero (BMRI IJ) - Biting the Bullet on Restructuring
Bank Mandiri Persero (BMRI IJ) is biting the bullet with regard to restructuring its loan portfolio, taking advantage of the more relaxed loan...
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