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THE CHINA+ ECONOMIC MONITOR

The Caixin manufacturing index continues to outperform the official gauge, but both are at low

Potentially Negative Effects of AI on Oil Production Costs and Oil Prices

Energy firms now mention AI more frequently on earnings calls and use AI more nthan the median firm in the economy. The debate on the impact of AI on energy

Credit CallsTuesday, September 03, 2024

Strategy & Sector CommentaryAsia Cross Regional Credit Weekly: Jobs reportand newissue supplyin foeus(Yoshie Fujimoto /Nathaniel Rosenbaum, CFA/Eric Beinstein /Soo Chong Lim)The US HG market tightened last week with the JULIportfolio s.

Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying

Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).

HFs Sellers of N. Am Equities Despite Market Breadth Improving

Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal

GS Healthcare: Back-to-School Kickstart

Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months

Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area

Please find an update of our proprietary global economic indicators below. The data

CitiFX Wire | Technicals

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The Point for Asia Pacific Tuesday, 03 September 2024

We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line