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China Life Insurance (601628 CH)
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China Life Insurance Company Ltd. offers a wide range of life, accident, and health insurance products and services.
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bullish
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Thematic (Sector/Industry)
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05 Nov 2015 16:09
The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
Daniel Tabbush
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303 Views
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bearish
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Cross Asset Strategy
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09 Oct 2015 05:48
China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
John-Paul Smith
266 Views
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bearish
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Cross Asset Strategy
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09 Oct 2015 02:02
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
John-Paul Smith
246 Views
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bearish
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Thematic (Sector/Industry)
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08 Oct 2015 10:11
Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
Daniel Tabbush
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266 Views
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bearish
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Thematic (Sector/Industry)
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05 Oct 2015 12:42
China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
Daniel Tabbush
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285 Views
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