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Ping An Insurance (H) (2318 HK)
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Analysis
Financials
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China
Ping An Insurance (Group) Company of China Limited provides a variety of insurance service in China. The Company writes property, casualty, and life insurance. Ping An Insurance also offers financial services.
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bearish
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Macroeconomics
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01 Mar 2017 22:39
Money Matters: Ready for Lift-Off?
The Personal consumption expenditure numbers in the US were released today. Income grew 0.4% MoM, an annualised rate of nearly 5% but the deflator...
Stewart Paterson
172 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2017 16:32
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
Sean Maher
213 Views
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bearish
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Thematic (Sector/Industry)
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20 Feb 2017 10:48
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
Morningstar, Inc.
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230 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 15:53
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
Paul M. Kitney, PhD
292 Views
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bullish
•
Macroeconomics
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15 Feb 2017 22:57
Money Matters: US Inflation & The Fed
US Consumer Price Inflation released today surprised to the upside. Core CPI at 2.3% is comfortably above the Fed's inflation target of 2%. As...
Stewart Paterson
179 Views
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