Bank Credit Weekly: HY Crowding-In; Swim Across the Riptide as Asia Earnings Begin
Crowding-in took over as global credit markets put on a strong rally following continuing aggressive moves by monetary policymakers to support...
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Asian Bank HY Credit Weekly: Crisis of Confidence
A crisis of confidence in leadership led $US liquidity to collapse during the week, resulting in the largest drop in US stock markets since the...
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Snippets #37: Intouch's Financing Bet, Healthcare Hun!
Five interesting developments or trends we spotted recently that may influence Thai equities: Intouch bets on P2P lending with an undisclosed...
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Bank of East Asia: Overweight Short-Call AT1 on Refinancing Ability
Value opportunity or value trap in short-term callable Additional Tier 1? On a relative value basis, Bank Of East Asia's (23 HK) (BNKEA)...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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