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...
248 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...
234 Views
Bank Credit Weekly: Narrative Change Pushes Carry-Trade Unwind as Treasuries Rally
The narrative has changed. There is little to stand in the way of further Treasury market strength near term. This should lead to US$ weakness and...
205 Views
Linklogis IPO Trading - Decent but Not Hot Demand
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO. Its early investors include...
431 Views
China Banks – Big Capital Raises Coming
CHINA BANKS: The PBOC and CBIRC released finalized new capital standards for the country’s D-SIBs. Equity raises require P/BV over 1.0x and many of...
176 Views