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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and India markets outperformed, whileThailand and Australia markets underperformed. Within MXAPJ sectors, Materialsand Real Estate led while Cons Disc and Health Care lagged. MSCI Japan rose 0.5%today.
海外研报
2024年07月04日
Boeing announces deal to acquire Spirit AeroSystems
Boeing announced a definitive agreement to acquire Spirit AeroSystems (SPR) in anall-stock transaction. BA expects the transaction to provide long-term value through
海外研报
2024年07月04日
US Week Ahead: July 1 – July 7
The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.
海外研报
2024年07月01日
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
Seeking Certainty Amid Change
We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection
海外研报
2024年07月01日
