Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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DBS 2Q17 Profit to Come Under Pressure Not Only from Provisions
There are several reasons to assume lower 2Q17 net profit for DBS Group Holdings Ltd (DBS SP) compared with 1Q17. Of course, it is the magnitude of...
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Expect Deteriorating Credit Metrics at Singapore Banks in 2Q17
We believe that Singapore's banks will reveal worsening credit metrics when they release 2Q17 results. Declining oil prices and rising...
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OCBC Bounces Back With Stronger 1Q Result; FVE of SGD 12 Unchanged
Oversea Chinese Banking Corp. Limited (OCBC SP), or OCBC, bounced back from a weak fourth quarter to post a much stronger first-quarter 2017...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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