China, Hong Kong Life Insurers Could Get Boost From Higher Inflation -- Market Talk

Dow Jones
03/16

0114 GMT - Higher inflation should boost Chinese and Hong Kong life insurers over the medium term, DBS Group Research analysts say in a note. The bank's economics team suggests China is more resilient in facing a prolonged high oil-price scenario stemming from the Middle East conflict, with inflation projected to rise 0.7 percentage point. Higher inflation is likely to lead to a steeper yield curve, which benefits life insurers, they say. The drag of the conflict on insurers' new business growth should be manageable given the Chinese economy's resilience, the analysts say. DBS recommends accumulating shares of life insurers such as Ping An Insurance and AIA Group based on a recent share-price pullback. (megan.cheah@wsj.com)

 

(END) Dow Jones Newswires

March 15, 2026 21:14 ET (01:14 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10