AIA Group Ltd. – Risk & Reward of Chinese Insurance Reforms
* Pension Reform/Foreign Ownership Reforms: Whilst reform has been anticipated for well over a decade, the initial market reaction suggests this...
146 Views
Ping An Insurance – Wet Blanket
* Poster-child For All That Is Wrong in China Financials: Some of what we believe will rear its ugly head in 2018 will be: 1) investment portfolio...
436 Views
PICC P&C – Another Incremental Negative For Auto
* CIRC Continues to Tighten Screws: The China Insurance Regulatory Commission (CIRC) began implementing the third phase of pricing reform (since...
120 Views
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...
111 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...
131 Views