海外研报
筛选
Fed, Trump, and rotation trades
Shifting our tactical recommendations to neutral for large versus small and Growth versus Value.
海外研报
2024年07月20日
Commodities riding high on Chinese stimulus but is it enough?
Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .
海外研报
2024年09月28日
US Week Ahead: July 1 – July 7
The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.
海外研报
2024年07月01日
Frasers Centrepoint Trust
MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
海外研报
2024年07月27日