E-Wallet Adoption Is Soaring from COVID, Catalyzing Southeast Asia Digital Economy Boom
Earlier in the year, we published an in-depth analysis explaining how Southeast Asia's digital economy could grow much faster than expected should...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
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The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
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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Cullen/Frost Bankers – Higher Oil, Less Provisions?
There are few banks in the US or in Texas that have seen as much credit costs during 1Q20 as Cullen/Frost Bankers (CFR US). While both JPMorgan...
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DBS – Giant Positive Surprise?
We wonder if it’s time for DBS Group Holdings (DBS SP) to provide an incredibly positive surprise with quarterly results? This view is predicated...
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