ab5 January 2024Global Research and Evidence LabChina Economic CommentChina Economic Calendar 2024; December & Q4 Data Preview Data preview: mixed Dec activities, better Q4 GDP growth on low baseDecember NBS manufacturing PMI dropped by 0.4ppt to 49, while Caixin PMI edged up by 0.1ppt to 50.8. NBS ...

时间:2025-05-14 12:59栏目:电力

M FoundationInvestor Presentation | Asia PacificChina Economics: A Bumpy Road to Reflation Morgan Stanley Asia LimitedRobin XingChief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Morgan Stanley appreciates your support in the 2024 Institutional Investor All-Asia Research Team Survey. ...

时间:2025-05-14 11:55栏目:电力

A business of Marsh McLennanOnward March for a Resilience Growth2023-20242023-2024 China Total Compensation Trends and Insights, , Justin Shen, Senior Principal, Mercer China17 October | Shanghai·Onward March for a Resilience Growth2023 TRS Post-Survey ConferenceAgenda123Copyright © 2023 Mercer LL...

时间:2025-05-14 12:37栏目:电力

Asia Pacific Economic Research03 January 2024J P M O R G A Nwww.jpmorganmarkets.comContentsExecutive summary21. What is the government�s policy framework? 32. How will fiscal and monetary policy coordinate? 43. Will the housing market stabilize in 2024?64. What to watch for on financial stability,...

时间:2025-05-14 13:01栏目:电力

M IdeaChina Industrials | Asia Pacific2024 Outlook: Cycle Recovery Takes TimeMorgan Stanley Asia Limited+Sheng ZhongEquity Analyst Sheng.Zhong@morganstanley.com +852 2239-7821 Joy ZhangEquity Analyst Joy.Zhang@morganstanley.com +852 3963-0338 Chelsea WangEquity Analyst Jinlin.Wang@morganstanley.com ...

时间:2025-05-14 13:00栏目:电力

M UpdateChina Resources Gas Group Ltd | Asia PacificTakeaways from Chongqing Reverse Roadshow We visited Chongqing Gas, CR Gas' associate company and two of the distributed energy projects in the city (one for BOE Technology and one for a local hospital) before Christmas. Management also shared...

时间:2025-05-14 11:54栏目:电力

M IdeaChina Quantitative Strategy | Asia PacificA-shares Alpha Guide – 1Q24Morgan Stanley Asia Limited+Gilbert Wong, CFAQuantitative Strategist Gilbert.Wong@morganstanley.com +852 2848-7102 Laura WangEquity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Jason Ng, CFAQuantitative Strategist...

时间:2025-05-14 13:00栏目:电力

M UpdateChina Economics | Asia PacificTrade Stabilizing, Domestic Consumer Demand Remains Weak Imports and exports are both stabilizing, thanks to a better tech cycle and strength in commodity imports. But persistent consumer deflation pressure means an active rebalancing towards consumption is crit...

时间:2025-05-15 17:05栏目:电力

M IdeaGreater China Telecoms | Asia Pacific2024 Outlook: Improving Returns and Valuation Re-ratingMorgan Stanley Asia Limited+Gary YuEquity Analyst Gary.Yu@morganstanley.com +852 2848-6918 Andy HuangEquity Analyst Andy.Huang@morganstanley.com +852 2848-7320 Morgan Stanley appreciates your support in...

时间:2025-05-15 17:05栏目:电力

M IdeaAsia Economics | Asia PacificThe Viewpoint: China – Deflationary Pressures Still PersistentDeflationary pressures appear to be persisting in China, while the policy response remains reactive. Against this backdrop, there are risks that the corporate sector slows wage growth, broadening the d...

时间:2025-05-15 17:05栏目:电力