February 1, 2026 09:37 PM GMT M Idea Ping An Insurance Group Co of China Ltd | Asia Pacific Trip Takeaways - Improving ROE on Solid Group Strategy and Synergies; AI Impresses in Favorable Environment We held full day meetings with PA's Group CFO, Chief Scientist, and Bank management, and we visited its high end senior care community. The trip strengthened our positive view, supported by a strong outlook, leading AI, and solid elderly care synergies. Improving ROE outlook at >15% over the medium term, underp ...

Flash | 01 Feb 2026 15:55:03 ET │ 14 pages China Insurance China Reportedly Plans to Recapitalize Three Insurers; PICC Group H- share Could Benefit Most CITI'S TAKE According to Bloomberg (30-Jan-2026), China is considering issuing c.Rmb200bn of special government bonds to recapitalize China Life Group, PICC Group and China Taiping Group. We are not surprised as "capital replenishment for large insurers is on the agenda" was mentioned by the State Council on 7-May-2025. We believe such a move would be posit ...

Global Markets Strategy 29 January 2026 J P M O R G A N Global Machine Learning Conference Paris Conference Overview & Session Reviews • Our 8th Annual Global Machine Learning Conference (Paris, November 25) brought together leading experts from organisations such as IBM, École Polytechnique, UBS AM, Mediobanca, Domyn, Millennium, and AXA. Speakers explored a range of topics including practical applications of agentic AI, synthetic data for portfolio management, AI regulation in financial services, responsi ...

本报讯 记者方华报道 1月26日，中国人民银行党委委员、副行长，中国金融工会兼职副主席陶玲率 中国金融工会慰问组走访部分在京金融机构，看望慰问金融系统困难职工、劳动模范、一线职工代表， 以及在"劳动者港湾"休息的户外劳动者代表，向他们送去组织的关怀和节日的问候。 慰问组先后走访了银河证券北京朝阳门北大街营业部、人保财险北京市西城支公司德胜门营业厅、 建设银行北京月坛支行营业部，实地了解一线金融网点工作运行、便民金融服务及适老化设施配备情 况，并与职工代表亲切座谈交流，询问工作生活状况，向大家送去慰问金和慰问品，更送去团结奋进的 精神力量。 陶玲强调，金融系统各级工会要坚持以习近平新时代中国特色社会主义思想为指导，深入学习贯彻 党的二十届四中全会精神，坚持党对金融工作和工会工作的全面领导，大力弘扬劳模精神、劳动精神、 工匠精神，引领广大职工为金融高质量发展贡献更多智慧和力量。各级工会要从职工实际需求出发开展 帮扶服务，构建长效机制，不断提高职工群众的获得感、幸福感、安全感。 中国金融工会、中国人民银行、建设银行、中投公司、人保集团及银河证券有关负责同志参加慰 问。 责任编辑：袁浩 ...

During their recent episode, Taylor, Carlisle, and Ian Cassel discussed:Why Even Elite Investors Are Only Right Half the TimeLetting Winners Run: The Difference Between 20% Gains and 1,000% ReturnsRabbits, Assassins, and Hunters: How Investors Really Lose MoneyThe Four Idols of Investing: Money, Power, Pleasure, and HonorIan Cassel on Acquiring Planet MicroCap and Building the Microcap FlywheelWhy Microcaps Are Outperforming in 2025 — And Why That Might Be a Warning SignShould More Small Businesses Go Publi ...

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Core Viewpoint - Slide Insurance Holdings (SLDE) is considered a speculative buy due to its potential to maintain above-industry-average Return on Equity (ROE) despite short-term uncertainties [1] Company Analysis - The company is expected to achieve sustainable ROE through a combination of highly profitable underwriting and growth strategies [1] Industry Context - The insurance sector is characterized by its cyclical nature, and companies like SLDE are positioned to outperform their peers during various market conditions [1]

Group 1: Economic Indicators - Economists expect nonfarm payrolls to rise by 68K last month, with the unemployment rate remaining steady at 4.4% [3] - The upcoming jobs numbers may be overshadowed by comments from Fed-chair nominee Kevin Warsh regarding interest rates [3][4] Group 2: Earnings Reports - Amazon is projected to report EPS of $1.94 on revenue of $211 billion, with analysts anticipating an upside surprise due to AWS capacity additions and AI infrastructure demand [5] - Alphabet is set to report earnings on Wednesday, while Amazon will follow on Thursday, highlighting the focus on megacap companies this week [5][6] Group 3: Industry Trends - Amazon's recent layoffs, approximately 10% of its corporate workforce, are seen as a shift towards AI-driven operations, reflecting a broader trend in Big Tech [6] - The labor market may face deterioration as companies increasingly adopt AI, potentially leading to more layoffs and reduced hiring [4] Group 4: Cryptocurrency Market - Bitcoin has dipped below $80K, marking its lowest level since April 2025, and has experienced a fourth consecutive monthly decline [8] - The total cryptocurrency market cap has decreased by about 4%, falling below $2.8 trillion, with Bitcoin now ranking as the 12th-largest asset by market cap [9]

2026年1月27日，湛江金融监管分局发布批复称，《关于泰康人寿保险有限责任公司广东湛江吴川支公 司变更地址的请示》(泰康粤字发〔2026〕6号)收悉。经审核，现批复如下： 二、泰康人寿保险有限责任公司应按照有关规定及时办理变更及许可证换领事宜。 一、同意泰康人寿保险有限责任公司广东湛江吴川支公司将营业场所变更为：广东省湛江市吴川市海滨 街道创业路52号华和南国茗苑1号楼11号商铺。 ...

Core Viewpoint - Humana Inc. (NYSE:HUM) is considered a strong investment opportunity despite recent challenges, with Wall Street showing optimism ahead of its upcoming earnings report [1][4]. Group 1: Earnings Expectations - Humana Inc. is expected to report quarterly revenue of approximately $32.08 billion for fiscal Q4 2025, with a negative GAAP EPS of $4.08 [1]. - Analysts have varying ratings, with Truist Financial maintaining a Hold rating and Bernstein issuing a Buy rating with a price target of $344 [2]. Group 2: Market Impact and Challenges - The Medicare Advantage Advance Notice is anticipated to significantly affect healthcare stocks, including Humana, as it sets benchmarks for insurers [3]. - Recent proposals from the Trump administration for a smaller-than-expected increase in Medicare Advantage rates have led to a decline in Humana's share price by over 24%, nearing its 52-week lows [4]. Group 3: Company Overview - Humana Inc. is a leading health insurance and well-being company, focusing on Medicare Advantage plans, Medicaid services, and specialty insurance products for individuals and employer groups [4].