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UK Weekly Kickstart A rotation that favours the UK
Is the UK finally outperforming? Yes, the UK hasoutperformed in the recent global equity market setback,although the biggest rotation has been into the Russell2000/small caps in the US.
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2024年07月27日
View from the boundary: India in focus
India is an attractive investment destination, in our view, heading into the second half of 2024 and beyond. Although Prime Minister Narendra Modi will
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2024年07月27日
Whatever it takes: the 12th anniversary
It was the best of times, it was the worst of times, it was the age of crisis, it was the age of foolishness, it was the epoch of spreads, it was the
海外研报
2024年07月27日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
海外研报
2024年07月27日
China: Industrial profits rose sequentially in June
China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
海外研报
2024年07月29日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
海外研报
2024年07月29日
Weekend Cross-asset Dislocations (28-Jul-2024)
The July short squeeze has been painful, but the short-squeeze should be short-lived
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2024年07月29日
Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the
海外研报
2024年07月29日
US Elections & the MexicoChina Bridge vs. Buffer Debate
Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports
海外研报
2024年07月29日
