The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
474 Views
Kiatnakin: Downward Trends Reinforce Our Cautious Stance
Kiatnakin Bank (KKP TB) may be falling behind its targets for profitability, credit costs, and loan growth but we are more concerned about eroding...
342 Views
(Mostly) Asia M&A: July 2019 Roundup
For the month of July, 17 new deals were discussed on Smartkarma with an overall announced deal size of ~US$27bn. Clicking on the company name in...
554 Views
McKinsey on Asian Banks
In the book Banking in Asia by 12 guys from McKinsey, we distilled 5 interesting lessons and how these principles may be applied to picking Thai...
500 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
533 Views