海外研报

China’s demographic challenges

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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,

Global Portfolio Manager's Digest So Long, Summer

We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing

Payrolls regain their crown as most important data release for stocks

Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q

Banks & foreign investors buy while CTA demand peaking

Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While

The Point for Asia Pacific Monday, 02 September 2024

China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable

August 2024 Performance Review

August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-