海外研报
筛选
Greater China Insight 19 July 2024
This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
海外研报
2024年07月24日
View from the boundary: India in focus
India is an attractive investment destination, in our view, heading into the second half of 2024 and beyond. Although Prime Minister Narendra Modi will
海外研报
2024年07月27日
July FOMC meeting: Not quite there yet
Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
海外研报
2024年08月05日
