China Consumer Staples – Divergence continues
Weekly Macro Review: Narrowing divergences
Auto: 4Q24 earnings preview: Growing divergence
China Insurance – Divergent jumpstart performance among life insurers
Carbonomics: Updated cost curve shows diverging trends between power and transport
Insurance funds: Life/P&C diverged in allocation; financial yields marginally recovered in 2Q
China Insurance–9M23 CN Insurers Monthly:Life growth narrowed in line; P&C growth diverged in auto & non-auto
Divergent jumpstart performance among life insurers