Chinese Insurance giant Ping An continues to struggle above $HK100 and we feel there are better opportunities elsewhere to gain exposure to China, especially in the tech space where we feel they are likely to perform strongly in the years ahead.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is still considering taking a small profit on Ping An around current levels
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
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Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
Podcast
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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