Bank Credit Weekly: Reduced, but Still Risk-On Sentiment
For every Asia-headquartered bank bond that widened during the week, two tightened. Nonetheless, risk-on sentiment reduced in Asia’s high yield...
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Bank Credit Weekly: Risk-On Until Hong Kong
Almost all Asia-headquartered bank bonds tightened in this week’s risk-on environment. However, Friday’s jump in Hong Kong's inter-bank rates...
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The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
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Cases Elicit Hamfisted Messaging / Econ Package / ERP Setback / Payment Platforms Make Strides
Health: Two confirmed Covid‑19 cases prompted President Joko Widodo to announce added response measures and allocate Rp10 trillion in stimulus...
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