Ping An Insurance – Credit Mixed, But Still Worrisome
PING AN INSURANCE: Ping An Bank reported a 26.4% QOQ results decline for 2Q21 reflecting higher provisions. Credit is challenged as net new NPLs...
HSI Index Rebalance: Big Tech Avoided; Few Changes Now Means More Changes Later
Hang Seng Indexes has avoided adding Big Tech and included Li Ning, Xinyi Glass and CM Bank while deleting BoComm. Tencent will be capped higher,...
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
China Huarong Asset Management – Silence Is Golden
CHINA HUARONG: Huarong's legacy exposure associated with the misdeeds of its former Chairman have caused to Huarong to teeter. Beijing is likely to...
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