海外研报
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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
海外研报
2024年08月31日
Commodity update
Downside risks to iron oreThe iron ore market has been on shaky ground in recent months. Ongoing
海外研报
2024年08月31日
The Global Point Friday, 30 August 2024
Bharti Hexacom (BHAX.NS) - Initiate at Buy: Attractive Midcap Telco with Strong Growth Outlook
海外研报
2024年08月31日
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,
海外研报
2024年08月31日
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
海外研报
2024年08月31日
Latam Equity Quant Ibov awaits triggers to keep rallying
Key takeaways• Domestic industries in Brazil are trading at 9% discount vs historical (vs 19% disc. two
海外研报
2024年08月31日
Global FX weekly What’s next for the USD?
The viewBearish USD but balanced risks near term due to valuation, crowded front-end longs,
海外研报
2024年08月31日
Follow The Flow Non stop inflows despite summer lull
Demand for IG over gov’t debt persistsThe need for yield remains a key driver in fixed income space. For another week flows
海外研报
2024年08月31日
Automotive Industry Weekly automotive pit stop
Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important
海外研报
2024年08月31日
Active managers’ holdings update What are your neighbors doing?
2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
海外研报
2024年08月31日
