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SWHY: Medium and long-term funds focus on 5 types of targets for market entry, insurance companies welcome a new wave of stock acquisitions.
The entry of medium- and long-term funds into the market has entered a stage of implementation, with insurance capital playing a key role. The current wave of stake acquisitions is expected to continue, and further support for policies on the asset side is yet to be released.
The U.S. dollar deposit interest rates have "plummeted from high levels," leading to a trend of funds moving to Hong Kong to increase allocation to high-yield U.S. dollar Assets, making Hong Kong insurance products favored.
① Due to Hong Kong's current implementation of the "linked exchange rate system" which is fixed to the USD, domestic dollar deposit interest rates have been lowered, but Hong Kong is not affected. ② For a long-term economic cycle with market interest rates in a downward environment, the capital gains potential is limited, and Asset allocation focuses more on the long term.
Take Care Before Diving Into The Deep End On PICC Property and Casualty Company Limited (HKG:2328)
China To Allow Insurance Companies To Invest In Gold
CMB International: Maintains "Outperform the Market" rating for the domestic Insurance Industry, suggests paying attention to China Life Insurance (02628) during the equity upswing cycle.
Zhao Yin International expects that by 2025, the NBV growth rate of listed insurance companies will return to a mid-to-high single-digit to low double-digit level.
Guosen: Electric Vehicle insurance policies may improve the insurance ecosystem and address the underwriting "pain points".
This policy starts from the perspective of the Industry Chain, proposing a series of solutions through collaboration with various regulatory departments, addressing current issues faced by Electric Vehicles insurance, such as underwriting difficulties, high compensation, and underwriting losses, laying a foundation for the continuous improvement of systematic policies for Electric Vehicles.