Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
386 Views
BBNI IJ Initiation: On a Rewarding Journey to 20% ROE
BBNI IJ has stated its target of achieving an FY28e ROE of 20%, just like peers do now. Being involved in the journey can be very rewarding for...
337 Views
BRIS - Dominant
BRIS is relatively newly formed, with an incredibly dominant Shariah lending market share, where growth is high and can continue with strong asset...
275 Views
GEM Banks; Conviction Calls for 2023
Our core buys are Bank Mandiri, Hana Financial, China Construction Bank and BanColombia; we also have special mention for Banco Itau and Nubank;...
717 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views