DBS – Archetypal Cost Management
Banks have control over their costs, and DBS is managing these well. Where net interest income pressure abates, but where fees, costs, provisions...
308 Views
Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
300 Views
ICICI Bank – Much Better
ICICI BANK: ICICI reported a 6.5% linked quarter improvement in FY 4Q21 operating results. Credit weakness is still there, but the breakdown in net...
192 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
228 Views
DBS – Singapore Banks Gain Vs HK Banks
Most banks took high credit costs last year compared with the year before. Hang Seng Bank has seen a low delta, while DBS bank has seen a high...
273 Views