海外研报

Yanlord Land Group Ltd

Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end andluxury residential developments. The company has recently started to move towards nearby Tier 3

Global equities lost 0.9%; Japan underperformed

Macro data this weekUS: The JOLTS job openings report on Tuesday, the ISMmanufacturing index on Thursday, and the employment

European Contextual Diary The Week Ahead

Anheuser-Busch InBev (Buy, PT €72) to report H1 2024 Results on 1 AugustWe forecast +2.9% Q2 organic revenue (-0.6% volume and +3.5% price/mix) vs Visible

US Treasury August QRA preview

We expect the Treasury to keep coupon auction sizes stable at the August quarterly refunding announcement (QRA) on 31 July. The refunding coupon sizes

Mapletree Logistics Trust

Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a

Yen facing cross-currents

The monetary policy convergence story is real - DB changed its Fed call to 3 cuts(previously 1) this year after the CPl print. While the Fed repricing over the comingyearortwo hasn't been huge (eg, 1y1yis still comfortably above thelows