Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
210 Views
DBS Credit Metrics Worsening Not Just in China and HK, Also India
It is a wonder that the bank did not mention India in its recent release?Where it was running a loss last fiscal year, ending March 2015. And for...
265 Views
New BIS Proposal on Operational Risk, Comparing China to Australia
There is a new proposal from BIS that is seeking to change the way banks calculate their operational risk. The concern they have is the current...
217 Views
Loans Are Not the Only Asset Risk for China Banks
We tend to focus on loan risk as the most critical for banks. And this is generally correct across most of Asia. Even in Japan it is the correct...
427 Views
Too Many Malls in Singapore?
According to the latest data from the government, Singapore currently has over one hundred shopping malls spread across the island. Just along...
226 Views