海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
海外研报

Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
海外研报

Emerging Market Focus

The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
海外研报

China: weaker consumption looms over GDP recovery

The weak Q2 GDP (4.7% y/y) suggests the official target of 5% for 2024 is not a done deal. As H2 2023 constituted 53% of the annual GDP in 2023,
海外研报

USD hit by more “good data”

FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary
海外研报

Global Views: Why Wait?

1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
海外研报

Gauging Powell’s Confidence

Four central banks will deliver decisions in the wake of Powell’s comments, but none of the ECB, PBOC, BI or
海外研报

Healthcare Pulse: Strap-In... Investor sentiment; market color; sector themes; charts to watch

We’re now headed into what could be a volatile tradingperiod in the weeks ahead marked by a confluence of
海外研报

Equity Strategy

While the S&P500 was powered again this year by Mag-7, the cqual weightedindex -SPW, is up a more modest 6%, having peaked in March., Likewise,SXSE has also peaked in March - top chart. Indeed, the historical spreadbetween the performance ofS&P500
海外研报

Supply chain stresses coming back: Container freight rates at over half of Covid peaks

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed
海外研报