HDFC Bank – Story Appears Different From Reality
HDFC BANK: HDFCB recently put a positive spin on nearly every aspect of its business. However, credit quality and provision realities are far...
214 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
217 Views
HSBC – Cratering UK Exports
We now have a good view on the financial impact to UK from leaving the EU. Trade figures are cratering. It may not be the best time to be...
184 Views
Bank Negara Indonesia – MOSOE Tosses A Grenade
Bank Negara Indonesia: Without any detail the MOSOE announced that BBNI will seek a rights offering in 2022. We calculate a minimum loss reserve...
222 Views
Bank Credit Weekly: Inflection Point or Fed Disappoint?
We are set-up for 2 disappointing Fed outcomes which could create buying opportunities. Meanwhile, Treasuries may have seen the worst of their sell...
271 Views