Prudential Plc – De-Merger Suggests Greater Competition for AIA
* De-Merger Announcement: Prudential plc (PRU.LN) [Pru] expects to segregate its United Kingdom (UK) life insurance and asset management subsidiary...
191 Views
China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
138 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
140 Views
AIA's 2017 Results Deliver Strong New Business Value Growth Despite High Base in Hong Kong in 2016
We're increasing our fair value estimate for no-moat AIA Group Ltd (1299 HK) to HKD 72 per share from HKD 67 to factor in more favorable...
117 Views
EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
119 Views