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Key week ahead of FX markets
FX View: The low in USD/JPY yesterday brought the drop from the high on 3rd July to ten big figures and in our view could well be a sign of a turning point in USD/JPY.
海外研报
2024年07月29日
Fed set to hold again in July, but inching closer to cuts
A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
海外研报
2024年07月29日
A major rotation is underway in global equities
The surprisingly soft US June CPI print has triggered a price surge in highly-levered and beaten-up global small-cap stocks relative to their large-cap counterparts. In our view, this
海外研报
2024年07月29日
Shifting HK IG to Neutral; Now Prefer Malaysia A Corp
Another week that saw spreads move within a narrowrange.
海外研报
2024年07月29日
IFAST Corporation Ltd
. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%
海外研报
2024年07月30日
Regional Industry Focus ASEAN Healthcare
Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
海外研报
2024年07月30日
Asia ex-China: Electronics export demand to remain robust
The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.
海外研报
2024年07月30日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,
海外研报
2024年07月30日
