海外研报

Mapletree Logistics Trust

UUnniiqquuee AAssiiaa PPaacciifificc llooggiissttiiccss ppllaayy. Mapletree Logistics Trust (MLT) invests in a diversified portfolio of logistics properties across the Asia Pacific region with

South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track

Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above

Implied Thoughts Four key takeaways from the latest sell-off

The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).