Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
300 Views
Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
387 Views
Deutsche Bank - Hello Darkness My Old Friend
Weak Core Result: Deutsche Bank (DBK.GY) [Deutsche] reported pre-tax loss of EUR 1.29 bn and a clean pre-tax loss of EUR 34 mn - versus clean...
267 Views
Global Stall Speed Growth Confirmed
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
322 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
459 Views