海外研报

Rising Demand for Government Bond Funds

Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs

DB CoTD: Into the top 10...

*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf

DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.

Mizuho Daily Currency Watch

Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading

USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.

EM Equities and US tariff risks: The usual suspects

Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we

Summer Break

n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US