Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
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Breaking the Bank
Balance sheet strength, management acuity, and regulatory systems matter more for financial services firms than other stock sectors. Financial...
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Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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