The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Credit Weekly: Virus Vs. Vaccine: Time to Sell the Caa-Bull?
Is it time to sell the Caa-bull market? Some AT1 bonds seem to be at a market top. We are set-up for disappointment. Nonetheless, we anticipate...
208 Views
Bank Credit Weekly: Election Goldilocks Priced-In as Growth Concerns Increase
A Goldilocks outcome resulted in excessive Caa-spread tightening. Markets are now overpricing an inhibited regulatory and China agenda. Asia’s...
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Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
210 Views
Nine Reasons Why Thai Banks Should Be Worry About in the Future
Brett King's bestseller sheds spotlight on one of the world's largest sector anywhere. Is the business model dead? Do regulators get it? Are you...
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