Value Sectors Take The Lead On Rising Global Yields; Buying Energy and Financials
Two Sectors that stand to benefit most from rising rates include Energy and Financials. We recommend adding exposure to these Sectors as we see a...
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CrossASEAN Digital - All Rise Indonesia's Digital Banks
The recent Allo Bank Indonesia transaction exemplifies the rush to build digital banking capabilities in Indonesia with a strong shareholder...
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Singapore Banks Compare Well with ASEAN Banks, Perhaps Unexpectedly?
There are several stand out characteristics of Singapore’s banks compared with others in Asean: credit metrics, return stability, cost-management,...
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China Merchants Bank – Accelerating Risk
CHINA MERCHANTS BANK: A discussion over the use of gains and a drop in loss provisions during 3Q21 would have been a better use of time. CMB’s core...
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Buyback Consideration Tops S$1bn in 2021
In 2021, 85 primary-listed Singapore stocks bought back shares with consideration totalling S$1.186 billion, following on from 100...
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