China’s digital insurance opportunity
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Insurance premiums in China could grow by 13% pa as penetration and density converge to developed market levels
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Health and life insurance should rise in importance. Third-party and online distribution channels will win market share
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We profile Ant Group’s insurtech offering, plus Waterdrop, Zhong An and WeSure; all sit in the sweet spot for growth
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.