Bank Credit Weekly: Jobs Report Shocker Flattens Curves
Job data raises uncertainty as the Fed continues to act as bartender. Financial stability risks appear binary while rates push credit spreads. Can...
222 Views
Japan – Loan Growth Exceeds Indonesia
Loan growth in Japan is uncharacteristically strong, accelerating dramatically from recent lows. At the other extreme is Indonesia, where loan...
185 Views
The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
265 Views
Bank Negara Indonesia (BBNI IJ) - The Happening
BNI has been the laggard amongst its top four peers in Indonesia but we expect this to change as a new senior management team pushes through new...
383 Views
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...
228 Views