海外研报
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Viewpoint On The Cutting Room Floor
As the Federal Reserve (Fed) begins the first easing cycle in four years, our base
海外研报
2024年10月11日
China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry
China Resilience is a series of reports aimed at highlighting Chinese
海外研报
2024年10月11日
UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty
The interest rate easing cycle has started, creating
海外研报
2024年10月11日
Retaliation--Global Daily Market comments
China’s equity indices either did very well, or very poorly, depending on your reference. The
海外研报
2024年10月11日
MS_US CPI Preview- Slight Deceleration_20241004
We expect core CPI at 0.26% in September (0.2%M cons,
海外研报
2024年10月11日
GS--China H-shares: Semis capacity expansion
We highlight our Buy ideas in H-shares following our A-share picks: (1)
海外研报
2024年10月11日
HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024
Regulators move to reinvigorate A-share market risk appetite
海外研报
2024年10月11日
HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002
The policy package thus far has lifted sentiment, but what’s
海外研报
2024年10月11日
BofA_Liquid Insight Is US election risk already overpriced_20241007
Fade USDCNH vol risk premium into US election
海外研报
2024年10月11日
HSBC_China Equity Strategy How much further can the rally go_20241007
We revise up our index targets by 20% on the unprecedented
海外研报
2024年10月11日
