海外研报

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,

Retaliation--Global Daily Market comments

China’s equity indices either did very well, or very poorly, depending on your reference. The

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new

GS--Asia-Pacific Portfolio Strategy_ Asian equity market daily update(53)

The MXAPJ Index rose 0.8% today. China and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,