Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
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Overview of Opportunities in Asia, Africa, Latin America and Norway
Norway, Colombia, and Nigeria Amid Low Oil PricesThe low oil price environment since late 2014 has put varying levels of strain on oil exporting...
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Non-Life Insurance in Vietnam: The Best Way to Ensure a Strong Return
Strong Economy/Rising Stock Market ValuationIn many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent...
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Vietnam's Real Estate Industry Is on Fire
A strong weighting in listed real estate equity is ideal for a portfolio in Vietnam, as the country's rapidly increasing FDI has been strongly...
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Nothing Can Trump Vietnam: Assessing the TPP and Other Geopolitical Risks/Opportunities
This insight covers the political implications of U.S President Barack Obama's visit to Vietnam, political opposition to the TPP, potential...
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