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India budget, Korea GDP and 20-day exports, and MAS meeting

Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
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Thematic Research

Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
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Weekly Warm-up: What Does Falling Inflation Mean for Stocks?

What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
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Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
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Europe Weekly Focus

The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
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Gauging Powell’s Confidence

Four central banks will deliver decisions in the wake of Powell’s comments, but none of the ECB, PBOC, BI or
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with Defensives outperforming Info Tech & Internet sectors

MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
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US Autos & Industrial Tech

Motor Intelligence believes 2024 US SAAR is tracking to the mid to high 15 mnrange with much of the growth coming from the retail segment. The
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Shifting narrative and market implications

We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
海外研报