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Weekly automotive pit stop

We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
海外研报

$hort term stretched, medium term is not

View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报

In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
海外研报

The Flow Show Jackson Dole

Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.
海外研报

Japan: BoJ downplaying structural deflationary pressures of excess corporate savings

It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
海外研报

China Economic Activity and Policy Tracker: August 23

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
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margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral

COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
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The Global Point Friday, 23 August 2024

Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
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Commodity Call

The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
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Next week...this week

Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
海外研报