Asia Pacific Economic Research19 February 2024J P M O R G A Nwww.jpmorganmarkets.comEmerging Markets Asia, Economic and Policy ResearchTingting Ge(852) 2800-0143tingting.ge@jpmorgan.comHaibin Zhu(852) 2800-7039haibin.zhu@jpmorgan.comGrace Ng(852) 2800-7002grace.h.ng@jpmorgan.comJi Yan(852) 2800-7673...

时间:2025-06-04 14:34栏目:农业

www.jpmorganmarkets.comAsia Pacific Equity Research25 February 2024China CXO Scope of the "Biosecure Act" could get narrower in the HouseHealthcareYang Huang AC(852) 2800 3812yang.huang@jpmorgan.comJ.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) LimitedDenise Yan, CFA(...

时间:2025-06-04 14:33栏目:农业

M UpdateChina Property | Asia PacificMonthly Tracker: Milder Home Price Decline in JanuaryMorgan Stanley Asia Limited+Stephen Cheung, CFAEquity Analyst Stephen.Cheung@morganstanley.com +852 3963-0385 Patrick JiangEquity Analyst Patrick.Jiang@morganstanley.com +852 3963-2567 Chloe LiuEquity Analyst C...

时间:2025-06-04 14:32栏目:农业

M IdeaChina Equity Strategy | Asia Pacific2024 China SOE Reform Stock Opportunities: Continuation of a Multi-Year ThemeMorgan Stanley Asia Limited+Laura WangEquity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Catherine ChenEquity Strategist Catherine.Chen@morganstanley.com +852 3963-4186 R...

时间:2025-06-04 14:32栏目:农业

ab19 February 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina IndustrialsAPAC Focus: Made in China, made by China – Seeking alpha as Chinese companies go globalWhile investors are worried about trade restrictions and question China's global competitiveness, overseas rev...

时间:2025-06-04 14:31栏目:农业

ab19 February 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina Industrials"China+1" expansion: How can Chinese corporates benefit from "China+ASEAN"?Capacity expansion and collaboration makes a win-win for China and ASEANChina and ASEAN have been each other's largest tradi...

时间:2025-06-04 14:31栏目:农业

ab22 February 2024Global Research and Evidence LabChina Equity Strategy4Q23 investor positioning update - most extreme in recent memory?Top 40 global funds holding in Chinese equities back to 2014 levelsOur tracking of the top 40 global funds (including both passive and active holdings) show that th...

时间:2025-06-04 14:30栏目:农业

M IdeaEM Strategy | Asia PacificAsia Macro Strategy: Does China Have CNY 2 Trillion Offshore to Buy Onshore Stocks?Morgan Stanley Asia Limited+Min DaiStrategist Min.Dai@morganstanley.com +852 2239-7983 Gek Teng KhooStrategist Gek.Teng.Khoo@morganstanley.com +852 3963-0303 We remain cautious on Asia ...

时间:2025-06-04 09:50栏目:农业

M IdeaChina Equity Strategy | Asia Pacific4Q23 Pre-Announcements: Major DeteriorationMorgan Stanley Asia Limited+Laura WangEquity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Catherine ChenEquity Strategist Catherine.Chen@morganstanley.com +852 3963-4186 Raymond K LiuEquity Strategist Raym...

时间:2025-06-04 09:48栏目:农业

M Update China Equity Strategy | Asia PacificA-Share Sentiment Jumped Amid Positive PoliciesMorgan Stanley Asia Limited+Laura WangEquity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Catherine ChenEquity Strategist Catherine.Chen@morganstanley.com +852 3963-4186 Exhibit 1 : MS A-share Senti...

时间:2025-06-04 09:48栏目:农业