Hong Kong Banks – Interest Rate Shock
Banks in Hong Kong have some of the lowest levels of loan loss reserves (LLR) compared with loans and also their loan loss provision (LLP) expenses...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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HDFC Bank - Risk Uncovered
Without repeating the implications of IFRS 9, which we highlight in two recent notes, save to say that banks with low allowance for loan losses...
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Attractive Thai Stocks for an SET Breakout
Given the bullish SET 50 index pattern and chart set-up we scanned through the top 50 stocks in Thailand and came up with this group of stocks that...
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The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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