QBE 4.96% $16.49 qbe insurance group limited

Time to increase position yet again, page-4

  1. 3,713 Posts.
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    DOW will spoil the party?? not this time... - more like hang seng and shanghai dictating the asx swings and roundabouts for a while now. We ride off the red dragon now.

    the next gfc will be caused by them IMHO....14% fall in the hang seng since Jan18, and 20% fall in the other.....hmmm...thats not a knee jerk reaction....

    no wonder property is dying here...banks will have their day of reckoning....off topic though - how this fares for qbe? well, yields are still rock bottom, not much levers left to pull there....they must focus on improving risk pricing but this will take a while.....still watching with interest.
 
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