Bank Mandiri (BMRI IJ) - Money's Too Tight to Mention - On the Ground in J-Town
A recent conversation with Bank Mandiri Persero (BMRI IJ) management revealed a keen focus on an increasingly tight liquidity environment in...
469 Views
The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views
DBS – Surging Credit Costs
Never mind the headlines. The reality is that DBS Group Holdings (DBS SP) saw its quarterly credit costs higher than any quarter in almost two...
490 Views
DBS – To Follow Weakening Concerns from US Banks?
There have been earning warnings from US banks. Some expect less investment banking income. Others expect less trading income. Lower interest rates...
414 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
688 Views