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...
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ICICI Lombard - Likely Reduction in Third-Party Premiums Plays Spoilsport
We believe the regulator's proposal to reduce third-party motor insurance premiums for cars below 1000cc by 10% will be an overhang for ICICI...
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Equity Asia Weekly Research - 21 Mar 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long term outperformance in progress.• HSI/MXAP: Long term...
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Tencent and Ping An Levels and Adjustments
How Tencent and Ping An trade will dictate the direction of HSI. We run through our base case for both counters and meaningful top points and...
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