www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSSecuritiesAsiaLimited.ANALYSTCERTIFICATIONANDREQUIREDDISCLOSURESBEGINONPAGE18.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearc...
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ThailandBanksandConsumerLendersQuantifyingthehittoassetqualityFinancialsThemeFigure1:Wecalculatethat9.8%ofSMEsrepresentpossibletroubledloansSource:OSMEP,CreditSuisseestimatesIndustry-levelanalysiso...
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AsiaPacificThematicStrategyAboontoenergyconsumersStrategyStrategyFigure1:OfUS$1.1tninsavingsforoilconsumers,US$500bnisbetweeneconomiesSource:TradeMaps,CreditSuisseestimatesNear-termvolatilityaside,...
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