M IdeaAsia Economics: The Viewpoint 亚洲经济研究：观点 | Asia Pacific贸易局势会否再度紧张随着中国厂商持续向海外市场输出过剩产能，我们认为可能会再次出现贸易紧张局势�另外，如果共和党在2024年11月的美国总统大选中胜出，关税...
时间:2025-06-04 14:32栏目:农业
ab20 February 2024Global Research and Evidence LabAsia Equity ResearchQuantitative Research ReviewUBS Quantitative Research ReviewThis report shows monthly responses from UBS analysts for companies covered in Asia. The results of this monthly quantitative review are based on the published views of U...
时间:2025-06-04 14:30栏目:农业
M FoundationInvestor Presentation | Asia PacificAsia EM Equity Strategy: Australia Marketing – New Era for Asia / EMMorgan Stanley Asia (Singapore) Pte.+Jonathan F GarnerEquity Strategist Jonathan.Garner@morganstanley.com +65 6834-8172 Daniel K BlakeEquity Strategist Daniel.Blake@morganstanley.com...
时间:2025-06-04 14:28栏目:农业
BofA Securities participated in the preparation of this report, in part, based on information provided by Philippine Equity Partners, Inc. (Philippine Equity Partners). ^^Philippine Equity Partners employees are not registered/qualified as research analysts under FINRA rules. Refer to "Other Importa...
时间:2025-06-04 09:55栏目:农业
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies. >> Employed by a n...
时间:2025-06-04 09:55栏目:农业
Global Quantitative & Derivatives Strategy05 February 2024J P M O R G A Nwww.jpmorganmarkets.comGlobal Quantitative and Derivatives StrategyTony SK Lee AC(852) 2800-8857tony.sk.lee@jpmorgan.comBloomberg JPMA TONYLEE
时间:2025-06-04 09:51栏目:农业
M IdeaAsia Economics | Asia PacificThe Viewpoint: Japan's reflation story – What's different this timeSkeptics argue that not much has changed. We see things differently. Macro policies will stay accommodative and engender a decisive shift in wage and price-setting behaviours. Japan will...
时间:2025-06-04 09:51栏目:农业
M UpdateAsia Sustainability | Asia PacificSustainability Fund Flows Turn Positive in 4Q23Flows into Sustainability funds domiciled in APAC turned positive to US$1.6bn in 4Q23 (from outflows of US$0.8bn in 3Q23), but were still down by 53% YoY. Taiwan and Australia contributed to most inflows in 4Q23...
时间:2025-06-04 09:51栏目:农业
M IdeaAsia Economics | Asia PacificThe Viewpoint: The Risk of Trade Tensions ReturningAs China’s producers continue to push excess capacity offshore, we see the risk of trade tensions reemerging. Moreover, if Republicans win the White House in the Nov-24 US elections, a potential rise in tariffs w...
时间:2025-06-04 09:51栏目:农业
M IdeaAsia Economics: The Viewpoint 亚洲经济研究：观点 | Asia Pacific中国的通缩力量有多大？居高不下的投资占GDP比重加剧了产能过剩和通缩压力�鉴于中国在全球商品制造业中举足轻重的作用，我们认为全球市场竞争压力将上升，中国...
时间:2025-06-04 09:51栏目:农业
