China Insurance: PICC P&C Vs. CPIC
Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much...
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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