EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
235 Views
ZhongAn Online P&C Insurance IPO: Softbank Is Investing, Why and So-What
ZhongAn Online P&C (6060 HK) launched its IPO this week, targeting to raise USD1.5bn. We have covered the company's fundamentals in our...
1.7k Views
ZhongAn Online P&C Insurance IPO Preview: How to Justify Its Valuation (Part 2)
In part 1 of our IPO coverage of ZhongAn Online P&C Insurance, we covered the company's background, reliance on its partner ecosystems and...
1.5k Views
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
264 Views
PICC - Stub Re-Rate to Come as Government Pushes for Innovation in Commercial Pension Products
People's Insurance Co (Group) Of China (1339 HK) (PICC's) discount to NAV widened to its -2x standard deviation (SD) on the back of the rallying...
272 Views