海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
Slash and Burn
Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
海外研报
2024年08月16日
Mostly stable F2Q but shy of convincing skeptics
F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
海外研报
2024年08月24日
Trading Catalysts NVDA earnings, an underpriced risk
At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the
海外研报
2024年08月28日
