DBS – Three Things To Remember
There are plenty of risks for Singapore’s banks as the US-China trade war starts during 2Q19. We have not seen the financial impact yet, but as we...
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The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
634 Views
Banks – Trade Loans At DBS Are Sizeable, But Risks Also For HK Banks
We all know there will be less trade related lending in the current year. DBS Group Holdings (DBS SP) reported negative growth during 2018. What...
597 Views
Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
593 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
423 Views