海外研报
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Global Asset Allocation Views
The data reaffirm our base case view of moderating growth and cooling inflation.• This environment supports a risk-on tilt in portfolios, with overweights to equity and credit.
海外研报
2024年07月16日
China: Uncertain economic environment overshadows the party plenum
China’s GDP growth slowed down to 4.7% in Q2. Growth relies much onfixed asset investment in manufacturing and infrastructure while consumerconfidence remains low and the downturn in the housing market continues.
海外研报
2024年07月16日
USA: UMichigan Sentiment and Inflation Expectations Edge Down in Preliminary July Report
BOTTOM LINE: The University of Michigan’s index of consumer sentiment declinedin the July preliminary report, below consensus expectations for a slight increase.
海外研报
2024年07月16日
Framing The Upside Path to 2025 Operating Income
In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income
海外研报
2024年07月17日
Strengthening its Position as Industry Leader
TSM is the world’s leading semiconductor foundry company. The company provides wafer manufacturing, wafer probing, assembly and testing, mask production and design services.
海外研报
2024年07月20日
Global Strategy Weekly-Are we on the brink of another Nasdaq crash?
The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To
海外研报
2024年07月20日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月20日
Australian Macro Weekly
We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
海外研报
2024年07月20日
Weekly sales down by 22% YoY; possible implications from the third plenum
Weekly home sales down by 22% YoYDuring the past week (July 6th to July 12th), primary home sales volume in 32 major cities saw 41% sequential drop (partially attributable to seasonality) and was also down
海外研报
2024年07月20日
Consumption growth contribution lowered notably in 2Q
Consumption growth contribution to GDP declined in 2QGDP growth softened to 4.7% yoy in 2Q, with consumption, investment and net exports
海外研报
2024年07月20日
