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Ping An Insurance (H) (2318 HK)
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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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Thematic (Sector/Industry)
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06 Jun 2016 13:41
China - Growth Must Be Fantastic to Support Loan Payments
We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...
Daniel Tabbush
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178 Views
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bullish
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Macroeconomics
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06 Jun 2016 11:04
What Is the Path for the RMB Going Forward?
Anticipating a rate hike, the PBOC had been steering the RMB weaker in recent weeks. The CNH has consistently been trading weaker than the CNY...
Christopher Balding
184 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2016 09:43
TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
Kay Van-Petersen
160 Views
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bearish
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Thematic (Sector/Industry)
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02 Jun 2016 16:47
China - Distress About To Breach Global Financial Crisis Trough
Business conditions in China are fast approaching levels not seen since the darkest days in the Global Financial Crisis (GFC). In that period,...
Daniel Tabbush
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201 Views
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bearish
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Macroeconomics
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01 Jun 2016 18:20
Does China Have Too Much Equity?
Chinese bank balance sheets are getting more and more interesting. The burgeoning bonds-for-loans programme and the nascent equity-for-loans...
Mark Artherton
196 Views
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