Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
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Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
162 Views
Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
377 Views
Bank of Ayudhya Reveals Divergent NPL Trends to Peer Thai Banks
What matters most with Bank of Ayudhya’s latest results is the fact that it continues to show an improving trend of bad loans, while net interest...
164 Views
BAY's Purchase Provides a ~5% ROA with High Growth in Cambodia
Bank of Ayudhya (BAY) just bought Hattha Kaksekar Ltd (HKL), a large micro-finance lender in Cambodia. Even if this investment is small compared...
177 Views