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
M UpdateUS Banks | North AmericaHow Willing Is Your Bank to Pay Up for Deposits? Mid-Month Update February 2024Morgan Stanley & Co. LLCBetsy L. Graseck, CFAEquity Analyst Betsy.Graseck@morganstanley.com +1 212 761-8473 Manan GosaliaEquity Analyst Manan.Gosalia@morganstanley.com +1 212 761-4092 Jeffr...
时间:2025-06-04 09:48栏目:农业
Global Economic Research09 February 2024J P M O R G A Nwww.jpmorganmarkets.comContentsFrontier capital flows: Whatever gets you through the night12US: All signs point to slower job gains in 202414Euro area underlying inflation still above 2%17Mexico: Disinflation arrives20Oiling the wheels of the Br...
时间:2025-06-04 09:47栏目:农业
abc18 January 2024Global Research and Evidence LabChina Non-bank Financial Sector - AAPAC Focus: How will generative AI reshape non-bank financials? (Part II)The pace of generative AI adoption in China’s financial sector has exceeded the initial expectations we outlined in our analysis last year, ...
时间:2025-05-20 16:49栏目:农业
ab19 January 2024Global Research and Evidence LabChina Equity StrategyHow much is cheap enough? MSCI China at record low valuation MSCI China has declined 10% YTD, underperforming global markets by 8%, and is currently trading at 8.2x forward P/E - on par with previous troughs reached since 2014. Hi...
时间:2025-05-20 16:49栏目:农业
ab3 January 2024Global Research and Evidence LabChina PropertyAPAC Focus: How to end the deleveraging cycleChina's property market has been stuck in a negative feedback loop despite multiple policy-easing measures. However we view the recently announced urban village renovations and social hous...
时间:2025-05-14 12:59栏目:电力