Turkey – Erdogan Creates More Market Turbulence, Again
Central bank chief removal heightens market risk with the TRY and Turkish assets being hit. For the banks, we feel there are mitigating factors...
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Visa Inc – Noise Creates Buying Opportunity
VISA: The DOJ has again begun investigating Visa over anticompetitive practices due to alleged merchant restrictions to rout online debit-card...
219 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Turkey - YELP!
TURKEY: Not five months since his hiring, the CBT Governor has been replaced. The TRL’s decline is troublesome, and a TRL gray market would NOT be...
216 Views
China Merchants Bank – Pulling On All Levers
CHINA MERCHANTS BANK: CMB's core operating results came in at just CNY 13.9 bn – declining 40.0% linked quarter. Negative operating jaws, and net...
174 Views