海外研报

Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July

Collective obliviousness?

Just two weeks have passed since the sharp deterioration in the US employment report sparked a

Obesity/Diabetes thoughts into EASD and through the end of 2024

For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of