目 录 第一章 概述.................................................. 1 一、报告研究范围的界定及保险业有关概念...................... 1 （一）报告研究范围的界定.......................................... 1 （二）保险行业的分类标准................
目录 第一章 概述 一、报告研究范围的界定及保险业有关概念 （一）报告研究范围的界定 （二）保险行业的分类标准 （三）主要险种的定义 二、保险行业特点及主要影响因素 （一）保险行业特点 （二）主要影响因素分析 三、保险业在国民经济中的地位和作用 （一...
Table of Contents Investment summary................................................................3 Key recommendations .................................................................................................3 Valuation comparis...
Table of Contents Life worth living................................................................................. 3 Recent sector performance .................................................................................................
Table of Contents Executive Summary .................................................................2 Growth Prospects.....................................................................5 The Underwriting Profit Cycle ......................
Cost cutting will be a key theme for the insurance sector #1048599; Our updated analysis of 49 European insurers administrative expense bases identifies up to EUR30bn of cost-cutting potential worth EUR87bn #1048599; 13 of the 27 insurers...
Contents Part I. An overview of Koreas insurance market 1. Koreas insurance market ..........................................................................................................4 2. Distinguishing life vs non-life insurance.......
12-month investment horizon should look at insurers, as they outperform six months ahead of an actual rate hike and this outperformance will gain momentum as we approach the first actual rate hike. With GDP growth expected to turn positive...
Contents Inside Valuation Ping An provides the upside 2 Growth in the right places 8 Buying at the bottom of the interest rate cycle 16 Regulatory changes to investment restrictions scope widens from 1 October 19 Balance sheet strength fri...
Contents Profitable stagnation 3 We believe discussions at the upcoming Rendez-Vous de Monte Carlo will likely point to disappointing January 2010 renewals for European reinsurers, justifying caution on most reinsurance stocks. Company pro...
