海外研报
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China Gas Holdings Ltd
A major gas distributor with the largest exposure in rural areas. A China Gas is one of the major gasdistributors in China with a market share of around 7% in 2022 in terms of gas sales volume.
海外研报
2024年07月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Philippines markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月09日
Global Macro Watch Known Unknowns 7 – 12 July
US CPI should be another confidence builderWe expect the June CPI report to be another confidence builder following the undeniably
海外研报
2024年07月09日
Cooling growth = cooling inflation
Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
海外研报
2024年07月09日
Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
海外研报
2024年07月09日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
