BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
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Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
422 Views
Asian Bank HY Credit Weekly: The Novel Coronavirus and Credit
The novel coronavirus (nCov-2019) is likely to pressure greater-China and China trade area risk assets over the near term, if the economic and...
355 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
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