EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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Ping An's FinTech Conference Revealed Strength of Its Technology Platform; Increasing FVE to HKD 60
We increase our fair value estimate for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) to HKD 60 per share from HKD 50 for its H shares, and...
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Republican Healthcare Plan Implodes, as Quant Investing Boom Fails to Deliver...
The shambolic Republican healthcare reform effort is now dead – a vote to simply repeal Obamacare without any replacement looks unlikely as the...
170 Views
TMB Vs SCB: Bancassurance Ain't Big Enough for the Two of Us!
TMB seems to have stole the rug from under Thailand’s banking titanSCB recently when it inked a 15-year selling agent deal with FWD Insurance worth...
286 Views
Canadian Canaries in the Basement, China Insurers Attractive…
Canadian household debt to GDP stands at a record and about 70ppts higher than the US - house prices are at historically high levels versus...
171 Views