OCBC's Worsening NPLs
OCBC took almost as much provision expenses in 4Q16 as it took in 9M16. This is the reality. From its long-term impairment data shown below, it...
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Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that China’s banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
384 Views
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
333 Views
Asia Market Strategy: What Does US Protectionism Mean to China and ASEAN?
With the US trade deficit with China dwarfing those with other countries (including ASEAN), US-China trade negotiation will come front and center...
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Markets Expected to Lower Poverty Rate the Most by 2030
Euromonitor International’s Wealth and Income distribution model looks at 50 markets through a measure of income and accumulated wealth. Our model...
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