In Focus

Chemical shares trail MSCI World as margins keep sliding

Review of almost 700 firms shows revenue added 4.3 pts to TSR, but margins cut returns by 3.5 pts.

China vehicle exports to surge 20% as domestic sales shrink

EV exports are forecast to grow 40% despite weak early-year sales.

IPO market rebounds to $2.54b in 2025, driven by ‘blockbuster’ REITs

Deloitte highlights two secondary listings, regulatory reforms.

Hong Kong small retailers step up investment to take on big chains

They are getting a boost from state funding and fee cuts.

Sri Lankan insurers brace for 2025 profit squeeze as non-motor losses mount

Low retention and strong reinsurance keep most rated credit profiles intact.

APAC insurers lag with legacy systems despite 87% claim digital lead

The legacy constraint rate rises from 90% at $1b to $5b firms.

Chinese insurers' earnings recover as Fitch cites tighter commission controls

Major insurers report YoY earnings improvements despite ongoing tariff and trade tensions.

Taiwan life insurers face rising risk in $32b FX mismatch

Fitch warns that spreading FX gains over bond life does not reduce the sector's actual exposure.

Can China’s $140b motor insurance market survive a 70% loss ratio?

Loss ratios surged from 57% to 70% in four years as NEV repair costs and parts prices spiked.

Hong Kong regulator guts insurance referral fees with 50% cap

Unlicensed third-party referrers previously captured up to 95% of commissions through hidden rebate structures.

Japan and China to spearhead 27 GW global nuclear restart

Wood Mackenzie identifies the two Asian giants as the primary catalysts for the upcoming power surge.

Financial planning rises as 63% cite uncertainty, Prudential says

Thailand stands out: 70% choose higher-risk investing, and 68% prefer short-term instruments.

Capital rules force Indian insurers to curb aggressive discounting

Aggressive discounting for short-term market share becomes harder to justify.

Zurich Indonesia speeds up claims after Bali floods

Faster settlement boosts confidence in insurance as a practical financial tool.

Seven in 10 APAC insurers expect private equity returns to rise

The survey covers APAC insurers managing $3.82t in assets, Clearwater Analytics said.

Human microbiome drugs market to be valued at $2.13b by 2031

By end users, the hospitals & clinics segment held the largest market share in 2024.