Ping An Insurance - Not a Good Company, But You Can't Argue With the Power of Fin-Tech
* After running 110% in 2017, Ping An Insurance (2318.HK) [Ping An] shares are off to the races yet again as the fintech story continues to have...
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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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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