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China Reinsurance (Group) (1508 HK)
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Analysis
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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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Thematic (Sector/Industry)
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10 Jun 2016 22:02
China's International Financial Position
Two interesting developments have affected China’s international financial standing in recent months. The first is that the yuan – China’s currency...
Bixmoor
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193 Views
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bullish
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Macroeconomics
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08 Jun 2016 14:56
A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
Christopher Balding
168 Views
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bearish
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Thematic (Sector/Industry)
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08 Jun 2016 14:17
China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
Robert Ciemniak
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210 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2016 19:56
Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
Robert Ciemniak
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190 Views
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bearish
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Thematic (Sector/Industry)
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06 Jun 2016 13:41
China - Growth Must Be Fantastic to Support Loan Payments
We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...
Daniel Tabbush
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174 Views
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