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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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bearish
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Thematic (Sector/Industry)
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17 Aug 2015 11:46
Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
Daniel Tabbush
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367 Views
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bullish
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Cross Asset Strategy
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03 Aug 2015 10:01
CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
John-Paul Smith
356 Views
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bullish
•
Cross Asset Strategy
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02 Aug 2015 09:02
A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
John-Paul Smith
384 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2015 20:02
What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
Daniel Liebau
229 Views
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bearish
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Thematic (Sector/Industry)
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18 Jun 2015 15:46
Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
Daniel Tabbush
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339 Views
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