海外研报

DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.

Mizuho Daily Currency Watch

Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading

USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.

EM Equities and US tariff risks: The usual suspects

Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we

Summer Break

n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US

Targeting turnaround of Zeekr in FY24

Geely Automobile Holdings Limited (Geely), through its subsidiaries, manufactures and sellsautomobiles and related components under the Geely and Lynk brands. To broaden its new energy

China Gas Holdings Ltd

A major gas distributor with the largest exposure in rural areas. A China Gas is one of the major gasdistributors in China with a market share of around 7% in 2022 in terms of gas sales volume.