海外研报
筛选
DB_China Macro September PMI Charts_20240930
Looking ahead,the comprehensive stimulus package (see ournote ChinaMacro:How is This Time
海外研报
2024年10月02日
DB - China Macro - How is this time different_20240930
Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of
海外研报
2024年10月02日
GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting
The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press
海外研报
2024年10月02日
GS--China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September
The NBS manufacturing PMI increased to 49.8 in September from 49.1 in August
海外研报
2024年10月02日
GS--China: Caixin services PMI fell in September
The Caixin China General Services Business Activity Index (headline services PMI)
海外研报
2024年10月02日
GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY
August smartphone shipments in China were +18% YoY, leading to 8M24
海外研报
2024年10月02日
BCA_Did China Just Launch A Bazooka_20240926
. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
海外研报
2024年10月01日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
UBS--The next surprise?
In the first three quarters, including the month of September, market
海外研报
2024年10月01日
Barclays_China stimulus Incremental vs bazooka_20240927
September's Politburo meeting reinforced expectations that
海外研报
2024年10月01日
