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...
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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...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
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