Ahead of China Bank Results, Focus on Margins and NPL Distribution
When China bank numbers come out, the focus will continue to be on credit quality, but also core interest income. For some time now, China’s banks...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
157 Views
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
141 Views
The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
179 Views
StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
317 Views