海外研报

Mapletree Logistics Trust

UUnniiqquuee AAssiiaa PPaacciifificc llooggiissttiiccss ppllaayy. Mapletree Logistics Trust (MLT) invests in a diversified portfolio of logistics properties across the Asia Pacific region with

South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track

Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above

Implied Thoughts Four key takeaways from the latest sell-off

The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).

Regime Indicator weakened, Recovery in question

Regime Indicator slips. Downturn next?Our US Regime Indicator declined in July for the first time since December 2023,

GS--Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong