Global Custodian Spring 2019 | Page 71

[ S U R V E Y | A G E N T B A N K S I N F R O N T I E R M A R K E T S ] complete confidence in the ability of the bank to settle their trades on time and keep their assets safe and serviced. VIETNAM SRI LANKA Though it has never again hit the heights it attained during the commodity boom that ended in 2011, when it was for a time the best-performing stock market in the world, the CSE still looks good on a decade-long view. It has not, however, made anyone rich in the last five years. Foreign investors continued to exit Sri Lankan equities and government bonds throughout 2018, sinking the currency as well as the stock market, and reducing the transactional volumes that drive the settlement income of the sub-custodian banks. Liquidity is so low that almost any sale depresses the price, and IPOs have dried up. Disgruntled Sri Lankan investors are not shy of calling for government interven- tion to kick-start the market, because the underlying economy is actually growing quite strongly. Standard Chartered Bank SCB is the unequivocal market leader here now, with more re- sponses than its principal rival, scores up markedly and the best outcome of any of the three foreign banks contending for direct clearing and custody business here (See page 80 for scores). These are considerable achievements in a dismal period for the Colombo Stock Exchange (CSE). Citi Citi led this market a year ago, with its scores up for a second survey in a row. Twelve months on, its scores are down sharply and it cedes local leadership. But the detailed scoring yields a nuanced picture in which exasperation with some issues (no- tably account openings and closures) is combined with abiding respect in other areas, even within the same service category. (Citi is lauded for its handling of KYC inquiries when opening accounts, for example). HSBC HSBC has been here longer than any other foreign bank and has a substantial retail presence on the island to underpin its local custody services when inbound business is less voluminous. But it has failed to attract enough responses to be rated here. Weak- nesses evident a year ago, especially in technology and value, appear more marked this year. That said, respondents retain Vietnam is one of the best performing markets in the MSCI Frontier Markets Index, and the indexed investor who stayed the course will have made money consistently throughout the last 12 years, even after taking the 2018 sell-off into account. But then this is a foreign direct investment (FDI) and export-led economy that has grown at an average annual compound rate of around 7% for 30 years. It has some obvious issues – a creak- ing infrastructure, an ageing population and reliance on cheap labour rather than an educated workforce and capital invest- ment, plus a visible pollution problem – but the biggest is the continuing influence of a one-party State. This is evident in the mushrooming of non-tariff barriers. The challenge facing the Vi- etnamese government is to take the risk of allowing the private sector to get bigger. Standard Chartered Bank Last year, SCB tasted perfection here. The average scores are not as good in 2019 but remain comfortably ahead of the op- position. One respondent lavishes praise on the client service (“highly professional and always demonstrate their strong capabilities to service clients”), the account opening and closing procedures (“Always explains clearly and supports clients to fulfil all requirements ASAP”), and the regulatory compliance process (“Keeps compliance documents in the systematic way which helps clients go through compliance procedures smoothly”) The pricing of the services also comes in for praise. “Pro-active in reviewing the fees and make adjustments where applicable and create a win-win strategy in terms of pricing,” says one client. Deutsche Bank The German bank arrived in Vietnam in 1992 and remains proud of the part it played in the development of the Hanoi and Ho Chi Minh stock exchanges, both of which are still state-controlled. Some specific issues in pricing and asset servicing apart, scores are impressive (See page 80). “We find Deutsche Bank easy to work with,” writes a client. “They are very responsive to our needs and requests.” HSBC HSBC top-scored here in 2018, but the outcome this year is less-than-good in all but three service areas. “HSBC requires a lot of documentation and it takes them a long time to revert with comments,” writes one respondent. The detail is encouraging, in that clients confirm trades settle efficiently, entitlements are col- lected, and assets are safe, but the bank really only outperforms the local competition as a solid counterparty. Citi Citi returned to Vietnam in 1993 and launched a direct cus- tody and clearing service in 2006, as it became clear that the economy was on a sustainable growth path after the Asian Flu crisis. The bank has too few responses for an accurate rating this year. Spring 2019 globalcustodian.com 71