海外研报
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The Long-term StrategistAre annuities a good retirement investment?
We diseussed last month how the move from defined-benefit to defined-contribution pension saving shifted market and longevity risk to workers,who have become quite coneerned they may outlive their savings.But not all is lost as workers can buy lifetime
海外研报
2024年07月30日
Hong Kong: Retail sales fell further in May
On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales
海外研报
2024年07月04日
2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
海外研报
2024年07月04日
