CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
530 Views
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...
717 Views
šØš³šš° That Was The Week That Was ā¢ China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today.Ā The weight of...
727 Views
AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation
AIA Group Ltd (1299 HK) is one of the best China plays with its high quality business and compelling structural growth story, despite several key...
769 Views
Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019.Ā Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
562 Views