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Banking & finance
Banks ride tailwind of higher interest rates
Comparing the banks as they ride tailwind of rate hikes, while investors focus on Asean, China+1
June 15, 2023
Banking & finance
Asian banks are luring investors who think they're a safer bet
The banking turmoil may also mean that Asian tech money invested in the US could now begin to make its way back.
April 09, 2023
Broker's Calls
JP Morgan downgrades local banks as NIMs peak, costs rise, growth slows
As NIM peaks, costs rise, and growth slows, JP Morgan downgrades local banks
March 31, 2023
Tong's Portfolio
Arguments for keeping domestic interest rates relatively low
But keeping interest rates low comes at a price … There’s no free lunch in economics.
March 30, 2023
Banking & finance
Tailwind lifts profits of local banks as they chart growth trajectories
Banks' double-digit earnings growth were buoyed by NII. DBS, UOB have a cautious 2023 outlook, OCBC is a lot more positive
November 09, 2022
Results
OCBC reports record quarterly earnings of $1.6 billion, up 31% y-o-y
OCBC's net interest margin increased by 54 basis points to 2.06% for 3QFY2022.
November 04, 2022
Results
StanChart beats estimates as higher rates stoke profits
"We remain confident in the delivery of our 2024 financial targets."
October 26, 2022
China Focus
China rolls out property policies across nation to fix slump
China’s US$2.4 trillion new-home market has shown little sign of recovery
September 14, 2022
China Focus
China seeks to stabilise property market with loans, lower rates
“Lower mortgage rates could help sales stabilize, especially at a time when household expectations are so weak.”
August 22, 2022
Banking & finance
Banks navigate China slowdown with caution
Banks' higher NII have offset weakness in wealth management and a slowdown in China. Can this continue?
August 10, 2022