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AIA Group Ltd (1299 HK)
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652
Analysis
Financials
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Hong Kong
AIA Group Limited offers insurance and financial services. The Company writes life insurance for individuals, businesses, accident, and health insurance, as well as retirement planning and wealth management services.
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:20
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
Paul M. Kitney, PhD
178 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 08:49
ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
Paul M. Kitney, PhD
228 Views
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bearish
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Macroeconomics
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06 Dec 2016 20:24
Money Matters: Short-Term Dollar Catalysts.
Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...
Stewart Paterson
128 Views
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bullish
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Thematic (Sector/Industry)
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05 Dec 2016 21:39
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
Sean Maher
197 Views
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bullish
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Thematic (Sector/Industry)
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04 Dec 2016 20:56
The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
Howard J Klein
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218 Views
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