GEM Banks - 2026 High Conviction Ideas
​Top bank picks for 1H 2026 are Banrisul, Bradesco, and Ping An Bank, also highlighting buys on CCB and Hana Financial for deep value. Sell on...
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Big Cap China Banks – Two Positive Picks
​Despite the challenging economic conditions in China, we select large cap banks Ping An Bank and CCB, both of which offer contrarian buy...
260 Views
Primer: Ping An Bank Co Ltd A (000001 CH) - Sep 2025
Integrated Financial Services Model Driving Synergies: Ping An Bank leverages its connection to the broader Ping An Group, a financial services...
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China and Japan Breaking Out -- Buy; Bullish Outlook Intact; U.S. Dollar (DXY) Remains Weak
China's Shanghai Composite and Japan's TOPIX and TOPIX Small indexes Breaking Out -- Buy; Bullish Outlook Intact on global equities $ACWI; U.S....
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Chailease - A Window on China Lending, +62% Impairment Costs, Decelerating Loan Growth in China
Chailease offers an alternative view on China lending, where its loan growth is slowing sharply, where credit costs to loans are rising...
589 Views