海外研报
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BOFA--全球外汇周刊 在不确定的世界中消除限制的艺术

海外研报

MUFG--外汇聚焦中国： 积极政策出台更多政策可能出台

海外研报

BOFA--Global FX Weekly The art of removing restrictiveness in an uncertain world

海外研报

MUFG--FX Focus China: Positive policies announced, more are likely to come

海外研报

Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?

Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报

MUFG--亚洲外汇讲座聚焦 Jackson Hole 和 Gov Ueda

海外研报

MUFG--Jackson Hole and Gov Ueda in Focus

海外研报

MS--Valuation Chartbook – September 2024

Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报

Emerging Market Trade Idea--Sell CNH/IDR

The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报

FX --View Foreigners are piling into US assets again

Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报