海外研报

Asia ex-China: Electronics export demand to remain robust

The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.

FX Focus India: Will INR weaken further?

We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.

How much does credit card delinquency matter for spending?

Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit

Weekly Options Watch What’s priced in for Jackson Hole?

Ahead of the Aug 22-24 Jackson Hole symposium, option prices on US bankstocks and most ETFs are low relative to history, while investors are expecting