海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ

Taiwan: Pullback in July Exports As Expected

Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.

The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report

Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged

Don’t throw away a nest egg!

As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to

Behind the Movement to Turn Back the Clock onGender Roles

Husbands who head the household and go to work to provide for their family. Wives whoseprimary roles are homemaker and mother.

Coca-Cola raises €lbn to help pay potential tax charges

Coca-Cola is selling ibn of new debt that it may use to help pay potential chargesarising from a decade-long dispute with US tax authorities, in which the companycould owe $16bn.

Ratings and Target Price Changes - August 8

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,

THE EUROZONE ECONOMIC MONITOR

German manufacturing output rebounded modestly in June, but likely fell back in July.

Global/European Equity Strategy Market Correction: What’s Next?

CITI'S TAKE Furious rotations have given way to a broad-based stock market correction. The markets now seem to believe that high rates and strong growth cannot

Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized

We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward