海外研报
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Asia-Pacific Weekly Kickstart
equities have underperformed the global index since2011. The key factor explaining the region’s
海外研报
2024年07月15日
EM Weekly Fund Flows Monitor
The EM Asia region saw buying of US$1.7bn this week,led by A-shares (+US$2.2bn) and Korea (+US$1.4bn).
海外研报
2024年07月15日
Charting the course to higher Gross Margins; Raise PT to NT$1200
We believe that TSMC is now firmly on course to improving GMs in the next few years, with GMs troughing out at 53% in the most recent downcycle and plenty of
海外研报
2024年07月19日
Emerging Market Weekly Pulse
The week started with pressure on EMs after the assassination attempt on former US President Donald Trump. Meanwhile, though Fed Chair Jerome
海外研报
2024年07月19日
DBS Stock Equity Picks
18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
海外研报
2024年07月20日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年07月15日
Global Economics Wrap-Up: July 12, 2024
Consumer sentiment appears more sensitive to inflation in DMs (whereinflation is rarer) than in EMs, and the effect tends to persist for two yearsafter a surge ends.
海外研报
2024年07月16日
Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes
Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
海外研报
2024年07月15日
JPY – thoughts on suspected MoF intervention
The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
海外研报
2024年07月15日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
