Techombank – Still Vietnam’s Best House In A Bad Neighborhood
* Head Start On Economic Return to Normalcy: Vietnam Technological and Commercial Bank (TCB.VN) [Techcombank] is a long-term winner in the...
445 Views
BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
274 Views
Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
420 Views
Vietnam - Banks Are a Complete Charade
Bank and Sovereign Liquidity and Capital Under Severe Stress. VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game. Capital...
489 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views