Indonesia - Rising Bad Loans Not as Dire as Some Make Out
For sure NPLs are up in 1Q16 for Indonesia’s banks. But we are sanguine about the outlook for these banks, which rank well on most every measure in...
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Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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Samsung Restructuring Proceeds Much Faster than Anticipated: Samsung Card Is Being Split into Pieces
It seems that Samsung Group feels that it should act now with its restructuring process (particularly, financial affiliate companies restructuring)...
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Alipay's Plan to Create JV with Hana Financial: Impacts on Samsung's Wooribank Deal
Apparently, Jack Ma’s Alipay is aiming to establish a joint-venture with Hana Financial Group in Korea. Even, Alipay is planning to do IPO in...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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