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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
Taiwan: Pullback in July Exports As Expected
Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.
海外研报
2024年08月09日
The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report
Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged
海外研报
2024年08月09日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
海外研报
2024年08月09日
Behind the Movement to Turn Back the Clock onGender Roles
Husbands who head the household and go to work to provide for their family. Wives whoseprimary roles are homemaker and mother.
海外研报
2024年08月09日
Coca-Cola raises €lbn to help pay potential tax charges
Coca-Cola is selling ibn of new debt that it may use to help pay potential chargesarising from a decade-long dispute with US tax authorities, in which the companycould owe $16bn.
海外研报
2024年08月09日
Ratings and Target Price Changes - August 8
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
海外研报
2024年08月09日
THE EUROZONE ECONOMIC MONITOR
German manufacturing output rebounded modestly in June, but likely fell back in July.
海外研报
2024年08月09日
Global/European Equity Strategy Market Correction: What’s Next?
CITI'S TAKE Furious rotations have given way to a broad-based stock market correction. The markets now seem to believe that high rates and strong growth cannot
海外研报
2024年08月09日
Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized
We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward
海外研报
2024年08月09日
