海外研报

首页

海内外研报

海外研报

筛选

多选模式

研报种类:

The market’s perception of Brazil’s fiscal outlook has worsened in recent months after the government proposed a diluted fiscal consolidation plan for 2025-2028 in its draft Budgetary Directives Law in mid-April.

海外研报 2024年07月12日

What will the pound do, this summer?

On a quiet day for markets, the RBNZ announced a ‘dovish hold’ with rates staying at 5.5% while the central bank’s guidance implied that it is only a matter of time before they are cut. Read

海外研报 2024年07月12日

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