海外研报

10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the

June Q largely in-line with expectations; Taobao Tmall set for CMR reacceleration

Taobao Tmall online GMV grew high-single-digit % YoYFY1Q25 results came in mixed with revs slightly below Street expectations, including