海外研报
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MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报
2024年10月11日
Hong Kong: Retail sales fell further in May
On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales
海外研报
2024年07月04日
Global Economics Weekly A change in narrative
As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,
海外研报
2024年08月19日
USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
海外研报
2024年09月24日
