Ezion Holdings: A Reminder of Risks Facing Singapore's Banks
It is a stark reminder that all is not well in the oil and gas service sector in Singapore with the 2Q17 loss at Ezion Holdings Ltd (EZI SP) and...
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Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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DBS' Worsening Asset Quality Despite Stable Oil Prices
Below are quotes from DBS Group Holdings Ltd (DBS SP) recent disclosure and also from the local press citing the bank’s CEO. While we tend to...
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