Banks – Collapsing Credit Costs
After JP Morgan and Citigroup have confirmed our hypothesis of lower credit costs driving positive results at banks, expect this trend to continue...
289 Views
The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
298 Views
Bank Mestika Dharma – September Quarter Reversals Surge
Bank Mestika Dharma is one of the first banks globally to be reporting 3Q numbers, and it should portend a reversal in credit costs.
296 Views
Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
3.9k Views
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
1.1k Views