Bank Credit Weekly: Risk-On as US Election and Stimulus Outlooks Sharpen
A concise must-read on US$-risk sentiment derived from equity markets, rates, issuance, dollar levels and capital flows to frame near term Asia...
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Thai Bank Capital and Chronic COVID-19 Sensitivity
Jump to default risk may eventually increase at Thailand-headquartered banks if COVID-19 loan relief decay becomes chronic. We would like to hope...
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Thai Bank Capital Constraints, Debt Capital Issuance Needs, and Potential Impacts
Capital constraints at Thailand-headquartered banks are not Common Equity Tier 1 driven and they vary from bank to bank, unlike most banks...
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BEA (23 HK): Big Banc Theory And Elliott's Hard Slog
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
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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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