US Banks and the SLR Situation: Overweight JPM Tier 1 Securities
JPM’s fortress foundation needs repair. It has the lowest SLR buffer, and its Tier 1 suffers from this. Leverage slimming and a deeper capital...
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AIA Group – Confirming No Organic Growth On Horizon
AIA GROUP: AIA entered into an agreement to acquire BEA Life, and entered into a bancassurance relationship with BEA. Acquiring a fledgling Hong...
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Turkey – Erdogan Creates More Market Turbulence, Again
Central bank chief removal heightens market risk with the TRY and Turkish assets being hit. For the banks, we feel there are mitigating factors...
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Visa Inc – Noise Creates Buying Opportunity
VISA: The DOJ has again begun investigating Visa over anticompetitive practices due to alleged merchant restrictions to rout online debit-card...
216 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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