海外研报
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The politics of a weaker US dollar Weekly - Regional View US
The US dollar has been a strong performer in recent years, appreciating over40% since its cyclical low in 2011 as measured against a basket of currencies
海外研报
2024年07月27日
weighed down by continued weakness in North Asian markets & Global Cyclicals
MXAPJ lost 0.8%, dragged down by Philippines, Taiwan andKorea (-2% each), while Thailand, Australia, and Indonesia
海外研报
2024年08月05日
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月24日
SocGen - Multi Asset Portfolio - Cracks in US exceptionalism
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报
2024年09月16日
BofA_The RIC Report Between a stock and a hard place_20240917
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月21日
