海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.3% today. Hong Kong and Philippines marketsoutperformed, while Indonesia and Taiwan markets underperformed. Within MXAPJ

“Vast majority” of FOMC looking for September cut

A number of data releases will be on the docket, highlighted by PCE inflation for July. Also on tap are personal income & spending, Q224 GDP

AI: To buy, or not to buy, that is the question

The technology sector has generated 32% of the Global equity return and40% of the US equity market return since 2010. This has reflected