海外研报
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Global FX weekly What’s next for the USD?
The viewBearish USD but balanced risks near term due to valuation, crowded front-end longs,
海外研报
2024年08月31日
Latam Equity Quant Ibov awaits triggers to keep rallying
Key takeaways• Domestic industries in Brazil are trading at 9% discount vs historical (vs 19% disc. two
海外研报
2024年08月31日
more cautious land banking pace amidst weakened cash collection
COLI’s 1H24 core profit (net profit excluding revaluation gain/loss and FX impact)declined by 23% yoy (below -12% yoy in prior FY24 GSe) to Rmb10.6bn, as inline
海外研报
2024年08月31日
Gauging downside risks to USDCNY from potential
Investors have been increasingly concerned about further CNY appreciation againstUSD, especially for potential USD selling by Chinese exporters. Specifically,
海外研报
2024年08月31日
The Global Point Friday, 30 August 2024
Bharti Hexacom (BHAX.NS) - Initiate at Buy: Attractive Midcap Telco with Strong Growth Outlook
海外研报
2024年08月31日
Commodity update
Downside risks to iron oreThe iron ore market has been on shaky ground in recent months. Ongoing
海外研报
2024年08月31日
EM FX Trading: Top Trade Thursday
At Jackson Hole, Powell gave a clear indication that cuts are to come, and with this the market is now focused not on whether the Fed will cut in September but by how much. Powell's
海外研报
2024年08月31日
Euro Area: Core Inflation Close to Expectations
BOTTOM LINE: In the flash release for August, core HICP inflation fell marginally to2.84%yoy, while headline HICP decreased 40bp to 2.18%yoy, both in line with
海外研报
2024年08月31日
Europe Weekly Kickstart Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月31日
Euro Area—Three Drivers of Services Inflation
Services inflation remains in focus in the Euro area because progress withdisinflation has so far been more gradual than anticipated this year. We therefore
海外研报
2024年08月31日
