海外研报
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Thematic Research
Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
海外研报
2024年07月16日
Quarterly Market Review
The economic momentum of the first quarter of 2024 continued into the second, and the last three months were another positive period for equity markets. Initially, investors aggressively
海外研报
2024年07月16日
Americas Construction: Building Products: AHAM Read-Throughs
2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing
海外研报
2024年07月19日
India budget, Korea GDP and 20-day exports, and MAS meeting
Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
海外研报
2024年07月20日
Overseas market to drive sales and margins
A . BYD, the global leader in the NEV industry,should continue to deliver decent volume sales growth of 20-25% y-o-y in FY24. The huge scaleallows BYD to remain a price setter, especially after it rolled out products at ASP of
海外研报
2024年07月05日
1st Positive Surprise of the Year
1. Deliveries beat, but... 2Q deliveries came to 443,956 units vs. MS at 427,303 and cons at 437,812. While this is one of the first and only positive
海外研报
2024年07月05日
Tech Diffusion: Navigating AI Oversupply
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the
海外研报
2024年07月09日
China: weaker consumption looms over GDP recovery
The weak Q2 GDP (4.7% y/y) suggests the official target of 5% for 2024 is not a done deal. As H2 2023 constituted 53% of the annual GDP in 2023,
海外研报
2024年07月16日
Liquid Insight G10 growth convergence and FX
Key takeaways• Q4-to-Q4 consensus GDP forecasts see US growth converging lower to G10. USD has +55% corr to US-World growth diff since 1974.
海外研报
2024年07月19日
Outlook for BoJ's "detailed plan" and likelihood of July rate hike
On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报
2024年07月19日
