海外研报
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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
2024年10月11日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01
The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons
海外研报
2024年09月25日
SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o
◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and
海外研报
2024年10月17日
Hong Kong: Retail sales fell further in May
On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales
海外研报
2024年07月04日