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...
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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...
446 Views
EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
224 Views
Prudential Plc – De-Merger Suggests Greater Competition for AIA
* De-Merger Announcement: Prudential plc (PRU.LN) [Pru] expects to segregate its United Kingdom (UK) life insurance and asset management subsidiary...
191 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...
121 Views