Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
Banks in EM need to be prepared for the deteriorating credit quality outlook, as the Covid-19 driven contraction in GDP growth and economic...
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Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
319 Views
Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
232 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
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