Asia Banking Research

Apr

Sea Group should focus on Southeast Asia

Southeast Asia is the most dynamic market for the digital economy in the world, especially e-commerce and fintech. It has a population of 655.3 million, which ought to be big enough for most young tech companies. Not Sea Group though. Sea has done well in the region, but like many…

Mar

Asia Banking Research

Malaysia’s digital banking race is not over yet

We had thought Bank Negara Malaysia (BNM) would have announced the winners of Malaysia’s five digital banking licenses by now, as the deadline was originally set for the end of March. The BNM has been mum about any reasons for a delay, though the longer deadline could give Capital A…

Mar

Asia Banking Research

Is the worst over for Kakao?

While Kakao’s fundamentals remain strong, the Korean super app has been struggling of late amid a perfect storm of regulatory travails, investor disappointment and awkward leadership changes. In the past six months, Kakao Bank and Kakao Pay’s shares have both fallen about 29%.

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Asia Banking Research