The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
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ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation & The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
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Singapore Property: City-Fringe Living
In this insight, we run the numbers for the real estate market in Singapore’s city-fringe, and highlight some growth areas to take note of: More...
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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...
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