CX Daily: China Shifts Toward Completed Home Sales to Curb Risks
Property / In Depth: China shifts toward completed home sales to curb risks China-EU /China, EU willing to talk after Brussels bars Chinese firms...
294 Views
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
633 Views
China Insurance - Raised Cap for Insurer’s Equity Asset Allocation Could Unleash Max. RMB 1.7tn...
The NFRA announced to raise the cap for Chinese insurers’ equity asset allocation ratio corresponding to the comprehensive solvency ratio (CSR) by...
284 Views
Much Ado About Nothing -Or Why the China Stimulus Package Doesn’t Matter as Much as Investors Think
​Expectation management has been key as China's economic data surprises on the upside, but divergent investor views and Trump's win may lead to...
531 Views
Insurance Sector as a Leveraged Play on the Chinese Revival
​Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...
467 Views