Ping An Insurance (2318 HK): A Better Business Today, But Are Investors Being Paid For The Risks
There is a lot to like about Ping An Insurance (H) (2318 HK) in terms of its businesses, which have strong competitive advantage given their scale...
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China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
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China – Soaring Real Estate Loans Makes One Wonder
China Construction Bank H (939 HK) (CCB) added real estate loans at more than double the amount of total corporate loans during 2018. This is...
559 Views
Ping An Bank: Not Cheap Enough
Ping An Bank Co Ltd A (000001 CH) results show gradual erosion in fundamental trends. We believe that positive fundamental momentum (within our...
561 Views
The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
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