海外研报
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Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
Indonesia: BI to Focus on IDR Strength in Q3, Sees Room to Cut in Q4
Bank Indonesia (BI) kept its policy rate unchanged at 6.25%. The deposit and lendingfacility rates were also kept at 5.50% and 7.00%, respectively. Today’s decision was
海外研报
2024年08月22日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR
海外研报
2024年08月29日
Overheating Brazilian economy; dovish Chilean central bank
Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is
海外研报
2024年09月05日
JPM_Japan_Equity_Strateg
Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
海外研报
2024年09月10日
