McKinsey on Asian Banks
In the book Banking in Asia by 12 guys from McKinsey, we distilled 5 interesting lessons and how these principles may be applied to picking Thai...
495 Views
Silverlake Axis (SILV SP): Third Consecutive Quarter of Strong Growth, Merimen to Become New Star
Silverlake Axis (SILV SP) published 3Q19 results which again confirmed that the long-anticipated rise in revenue (+12% YoY) and profit (+77% YoY)...
807 Views
The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
Thailand: Elections Are Not Irrelevant; This One Too Pits Faster Growth Vs. Military "Stability"
Thailand remains the only Asian economy in which fixed investment spending has yet to return to the pre-AFC peak of 1996. The only years in which...
494 Views
Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
529 Views