Standard Chartered Q1 Results: Unsustainable and Event Risk Is Not Priced In
Standard Chartered’s Q1 performance looked good optically, when seen from a sharp angle. Is this sustainable? We think not for 3 reasons and prefer...
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ICICI Bank – Much Better
ICICI BANK: ICICI reported a 6.5% linked quarter improvement in FY 4Q21 operating results. Credit weakness is still there, but the breakdown in net...
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China Merchants Bank – Pig Still In Python
CHINA MERCHANTS BANK: CMB reported a 1Q21 QOQ results increase of 54.4% driven by net interest income; fee growth; and lower expenses. Net new...
231 Views
Bank Credit Weekly: Momentum Slows as Conviction Is Lacking
Momentum behind the Treasury market started to slow. Greater conviction is likely to build over the weeks which follow as economic data is...
232 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
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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