海外研报

The Point for Asia Pacific

TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our

China’s Third Plenum provides little support to metals

Last week’s key Communist Party meeting failed to lay out morepolicies to prop up demand for metals and we expect copper and

Weekly spending update through July 27

Key takeaways• Total card spending per HH was up 0.1% y/y in the week ending Jul 27, according to BAC aggregated credit & debit card data.