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China Reinsurance (Group) (1508 HK)
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China
China Reinsurance (Group) Corporation is a reinsurance company. The company operates four principal business segments, consisting of P&C reinsurance, life and health reinsurance, primary P&C insurance and asset management businesses.
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bearish
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Macroeconomics
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23 Jun 2016 15:18
RMB Report: Near Term Stability, Long Term Depreciation
For all the concern focused on the Chinese economy, financial markets, and credit, the RMB dominates them all. If a hard landing or crisis like...
Christopher Balding
171 Views
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bearish
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Macroeconomics
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21 Jun 2016 13:51
RMB Outflows Continue As Inflows Collapsing
International bank transaction data was released on the 20th and we believe this provides a better gauge of currency flows than more widely...
Christopher Balding
143 Views
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bearish
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Macroeconomics
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21 Jun 2016 10:13
China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed
China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained...
Rajan Govil
163 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2016 19:56
The Chinese Military: Fit for Purpose?
China's leadership is aware of the weaknesses in its armed forces, who have been found to be physically unfit, untested, unmotivated and corrupt....
Bixmoor
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175 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2016 11:07
The Quiet Collapse in China Bank Margins
While credit quality is certainly the most important issue facing China’s banks, we can not dismiss core income. This is what will pay for credit...
Daniel Tabbush
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198 Views
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