DBS HK Vs STAN HK: Major Risk Differences
It continues to boggle the mind how high the level of bad loans at DBS HK is compared with all local banks and even with foreign banks like STAN...
227 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
314 Views
Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
173 Views
ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
213 Views
Helping People Own a Home
A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...
166 Views