Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
677 Views
Vietnam Banking Sector - Stop, It Hurts
* Moody's Weak Credit Rating Assigned; * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
155 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
259 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
249 Views
Banking Industry Update Report - Macro Advantage to Drive Profit Growth of Banking Industry
New prospects for bad debt recovery prospects. The legal framework has continued to improve with the adoption of Resolution 42, which is considered...
190 Views