Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
381 Views
TCB: Subpar Trends and Valuation Leave Us Unconvinced
Steven Holden pinpoints Vietnam record ownership as a key theme for 2020. Steve explains: "the percentage of GEM funds with exposure to Vietnamese...
364 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
511 Views
Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
680 Views
Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
138 Views