海外研报
筛选
Tariffs and the quest for new markets to drive ODI
China’s latest balance of payments (BOP) data shows that its net direct investmentoutflows (outward minus inward FDI) have picked up very quickly to a historical high.
海外研报
2024年08月24日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
海外研报
2024年08月28日
The Global Point Friday, 30 August 2024
Bharti Hexacom (BHAX.NS) - Initiate at Buy: Attractive Midcap Telco with Strong Growth Outlook
海外研报
2024年08月31日
MS - Sunday Start - Constructive outlook turning hazy_20240908
The August US nonfarm payrolls report came in softer than we expected, but not by enough to change our baseline view on the Fed—especially because recent spending
海外研报
2024年09月09日
MS--The worst thing to happen to cats since dogs
The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.
海外研报
2024年09月12日
US Election Cheatsheet_ All facts, no fiction
We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
海外研报
2024年09月22日
JPM_Equity Strategy Chartbook October_20241007
See the end pages of this presentation for analyst certification and important disclosures.
海外研报
2024年10月11日
