海外研报
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USD: when good news is bad news
The USD has been able to hold up steady overnight, having already recouped most of the ground initially lost due to the US CPI miss yesterday. Despite being among
海外研报
2024年07月15日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
海外研报
2024年07月16日
Supply chain stresses coming back: Container freight rates at over half of Covid peaks
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed
海外研报
2024年07月16日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.
海外研报
2024年07月17日
Restructuring begins to bear fruit
T . JD.com currently has a c.18% market share in terms ofGMV. JD’s self-developed fulfilment and logistics infrastructure (1,300 warehouses with GFA of 23m
海外研报
2024年07月18日
The Point for Europe
Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报
2024年07月18日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
Gold’s unwavering bull market
Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well
海外研报
2024年07月20日
Portfolio Hedging Toolkit (Jul-2024) Buy Semis ETF (SMH) puts
Semis stocks have rallied significantly since the start of 2023 (SMH +154%),mainly driven by AI-related optimism. Our semis analyst Toshiya Hari believes
海外研报
2024年07月20日
