Financial China

Insurance - a structural play

  • Published 20 Aug 2009

After a steady performance in 1H, a number of factors augur well for 2H and further into the future.

If you believe in China's long-term potential, then you should believe in its insurance sector as an investment theme. Insurance – rather in the same way as healthcare (see Consumer China) – is a proxy for some of the country's biggest structural changes. It stands to benefit from a rapidly ageing population, increasing general levels of wealth, a poorly funded state welfare system and planned financial reform.

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