EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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AIA's China Business Will Benefit From China's Opening Up of Its Financial System
We increase our fair value estimate for AIA to HKD 67 from HKD 63 per share to factor in higher expectations for premium growth and new business...
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AIA's Australian Acquisition Boosts Our Long-Term Outlook for the Company
AIA Group Ltd (1299 HK)'s purchase of Commonwealth Bank Of Australia (CBA AU)'s life insurance business is a positive, with the...
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AIA - Not Letting Cash Burning a Hole in Their Pockets
This morning the overcapitalized AIA Group Ltd. (1299.HK) announced a not so insignificant transaction to purchase the Commonwealth Bank of...
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Ping An Posted Robust First-Half EV Growth; FVE Increased
Although we increased our five-year top-line growth forecast for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) following its...
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