China Demographics: One Party, One Child, One Huge Unfunded Pension Liability…
Ultimately, investing in China requires you to take a view on whether consumption of durables which are truly discretionary will be displaced by...
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Ping An Insurance (2318 HK) 1H18 Results: Unlisted Fin-Tech Subsidiaries Close to Breakeven
Ping An Insurance (H) (2318 HK) reported better-than-expected earnings growth of 34% YoY in 1H18. This was driven by its asset management business...
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PICC P&C – Auto Pricing Negative
Investment SummaryThe China Banking and Insurance Regulatory Commission (CBIRC) announced “Notice about the regulation of commercial auto insurance...
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Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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PICC Group – Everybody In the FinTech Pool
* PICC Group (1339.HK) revealed additional details how it has designs on becoming “a top innovative financial and insurance group in China by 2020”...
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