海外研报

Weekly FX summary – 5 August 2024

quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.

Answering your questions on Japan macro developments

The US growth scare coupled with a hawkish BoJ have contributed to high volatility in Japan's asset markets. We assess

Raising estimates despite FX headwinds

Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,