海外研报

Sustainable equity inflows, driven by W. Europe

Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable

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

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

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

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,

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

Commodity update

Downside risks to iron oreThe iron ore market has been on shaky ground in recent months. Ongoing

The Global Point Friday, 30 August 2024

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

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,

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