海外研报

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%

Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption

The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech

Indonesia: BI to Focus on IDR Strength in Q3, Sees Room to Cut in Q4

Bank Indonesia (BI) kept its policy rate unchanged at 6.25%. The deposit and lendingfacility rates were also kept at 5.50% and 7.00%, respectively. Today’s decision was

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR

Overheating Brazilian economy; dovish Chilean central bank

Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is