2024 High Conviction: Underwriting Prudential’s Investment Case into 2024
We continue underwriting Pru’s investment case into 2024, with the market now assigning a negative new business multiple. Any modest improvement in...
Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
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...
CX Daily: ByteDance Holds Firm Against Selling TikTok Despite U.S. Ban Threat
TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threat Corruption /: Head of Chinese Football Association sentenced to life...
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