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...
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Silverlake Axis (SILV SP): 2Q19 Results Again Confirm New 3-Year Growth Cycle; HNA Overhang Removed
Silverlake Axis (SILV SP) published 2Q19 results which again confirmed that the long-anticipated rise in revenues (+20% YoY) and profits (+99% YoY)...
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Sathorn Series N: Thai Cryptocurrency Regulations Update
The cryptocurrency regulatory framework in Thailand is still less than a year old, but after going through the details, we find...
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Snippets #15: Central's Big Plans, BAY's Big Garage Sale
In a barrage of last minute news flow in the month, we came up with another unexpected 5-pack Snippets. There's something about September we can't...
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McKinsey on Asian Insurance
The book Life Insurance in Asia was written by two McKinsey veterans, and it's really good. It's also really expensive (over Bt2,000 for just 200...
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