Indonesian Banks Are 'Must Own,' JPMorgan's Modi Says

The video discusses the growth prospects in Southeast Asia, highlighting the positive impact on banks due to increased capital flows. However, it also addresses challenges banks face from tech and fintech competition. The focus shifts to Indonesian banks, noting their potential for growth despite liquidity issues. The impact of interest rate cuts on bank profitability is analyzed, with specific attention to markets like the Philippines and Singapore. Finally, the potential for bank consolidation in Asia is explored, with interest from Thai banks in regional expansion.

What are the implications of NPL (Non-Performing Loans) for Indonesian banks as loan growth increases?

How have recent rate cuts affected the profitability of banks in Southeast Asia?

What trends are expected in bank consolidation in Southeast Asia for the coming years?