The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
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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Bank Credit Weekly: Risk Sentiment Returns as Markets Ignore FOMC Disappointment
The lack of shock and awe outcome from this week’s FOMC meeting did not derail market sentiment as risk tolerance returned to the fixed income...
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South Asian Banks - State Banks Differ
We sometimes view state banks as lethargic and prone to higher bad loans than other banks. In the current world, it is worth assessing how some of...
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Capital Is King: Top Indian Banks Hold ~Rs 8 Trillion of Excess Capital
Capital is King, more so in times of crisis and uncertainty. With the pandemic showing no signs of abating, Banks have been conserving capital to...
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India Banks – Weak Turn Strong?
We wonder if those banks that saw radical growth of impairment costs during FY20 will see the most improvement in the current year? We have the...
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