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more cautious land banking pace amidst weakened cash collection

COLI’s 1H24 core profit (net profit excluding revaluation gain/loss and FX impact)declined by 23% yoy (below -12% yoy in prior FY24 GSe) to Rmb10.6bn, as inline
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Gauging downside risks to USDCNY from potential

Investors have been increasingly concerned about further CNY appreciation againstUSD, especially for potential USD selling by Chinese exporters. Specifically,
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The Global Point Friday, 30 August 2024

Bharti Hexacom (BHAX.NS) - Initiate at Buy: Attractive Midcap Telco with Strong Growth Outlook
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Commodity update

Downside risks to iron oreThe iron ore market has been on shaky ground in recent months. Ongoing
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EM FX Trading: Top Trade Thursday

At Jackson Hole, Powell gave a clear indication that cuts are to come, and with this the market is now focused not on whether the Fed will cut in September but by how much. Powell's
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Euro Area: Core Inflation Close to Expectations

BOTTOM LINE: In the flash release for August, core HICP inflation fell marginally to2.84%yoy, while headline HICP decreased 40bp to 2.18%yoy, both in line with
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Europe Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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Euro Area—Three Drivers of Services Inflation

Services inflation remains in focus in the Euro area because progress withdisinflation has so far been more gradual than anticipated this year. We therefore
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French politics: seeking a prime minister

French President Emmanuel Macron started discussions with the different political parties at the end of last week with the goal of
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Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada:o Our July sequential trimmed core inflation measures remained soft in the
海外研报