Understanding Japanese Life Insurers

Summary

CreditSights’ Insurance Analyst, Trung Tran, and Head of Asia Financials, Pramod Shenoi, present their views on Japanese insurers.

The Japanese life insurance market has always attracted strong interest from global fund managers but has been relatively less covered. We initiate coverage on six Japanese life insurers, namely Nippon Life, Meiji Yasuda, Dai-ichi Life, Sumitomo Life, Fukoku Life and Asahi Life – some of whom are among the largest life insurers in the world.

In this webinar, we present insights into the industry’s key developments, regulatory changes, capital structure, shift in portfolio allocation and, importantly, rationales for various investment recommendations.