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Buoyant Corporate，Wealth–We spent last week visiting bankers，investors & industry experts in HK，Singapore andKL.We returned comfortable that the solid 1H17 core revenues for banks geared to HK / SG will likely continue into 3Q17with corporate loan demand & wealth mgmt.activity remaining robust.For HK，4Q is usually seasonally slower，andtighter China controls could see HK gr.slow towards year end.For SG，loan gr.seasonality is usually less marked.AlsoNII volumes should rise in 2H17 supported by 1H17 loan balance gr.& expanding liability spreads offsetting continuedcontraction in asset spreads.Our Buy-rated bank stocks geared to HK/SG strength include BoCHK，DBS，HSBC & STAN.
20170823-CITIGROUP-POSTCARD_FROM_ASIA：GLOBAL_BANKS_INSIGHTS-278422.pdf
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