January Life Insurance Sales Were Negatively Impacted by Document 134
Year-on-year growth in first-year premium sold in January was negative for listed Chinese insurers, given the implementation of document 134 which...
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China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
113 Views
China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
132 Views
Anbang Group - Snared
* Orchestrated Collapse: The CIRC notified Anbang that it took over the company’s Board and managerial functions for an extendable one year period...
179 Views
2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
187 Views