AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions: Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
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HSCEI Dividend Futures - Sell The 20/21 Spread
Since we published our last Insight, the HSCEI dividend futures expiring in December 2020 have sold off 7.5% mainly driven by lower economic...
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America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
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