Bank Credit Weekly: One Size Does Not Fit All
Performance attributes varied amongst bank credit classes. Short duration in IG financials combined with high credit spreads in HY and more...
181 Views
BDO Unibank – With This Level Of Risk, A Capital Raise Can’t Be Too Far Behind
BDO UNIBANK: BDO reported a 4Q20 net income decline of 8.5% linked quarter. The level of net new NPLs increased 116% with reserves light by PHP 66...
238 Views
Bank Credit Compass: High Duration, Low Risk Notes Outperform in Feb.
Lower risk tolerance combined with duration desires to drive performance in Feb. Continued performance cannot be ruled out as credit tourists crowd...
292 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
207 Views
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views