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
Asia Pacific Equity Research03 January 2024 China/HK PropertyDevelopers' delivery +14% Y/Y in 2023 / PSL revived / investor feedback on Link REIT, Wharf REIC & SHKPChina PropertyKarl Chan AC(852) 2800-8513karl.chan@jpmorgan.comBloomberg JPMA KCHAN
时间:2025-05-14 13:01栏目:电力
M Global IdeaGlobal Macro StrategistIn a Bull Market for Bonds...Morgan Stanley & Co. LLCMatthew HornbachStrategist Matthew.Hornbach@morganstanley.com +1 212 761-1837 Guneet Dhingra, CFAStrategist Guneet.Dhingra@morganstanley.com +1 212 761-1445 Andrew M WatrousStrategist Andrew.Watrous@morganstanle...
时间:2025-05-15 17:05栏目:电力
M FoundationEconomics, Banks and Payments | EuropeDigital Euro: Work In ProgressThe digital euro could be launched in 2027, and the ECB is currently in the first preparation phase – we examine the potential impacts for monetary policy, banks, and payments companies. Morgan Stanley Europe S.E.+Gabr...
时间:2025-05-15 17:05栏目:电力
Asia Pacific Economic Research03 January 2024J P M O R G A Nwww.jpmorganmarkets.comEmerging Markets Asia, Economic and Policy ResearchJisun Yang(822) 758-5512jisun.yang@jpmorgan.comJPMorgan Chase Bank, N.A., Seoul BranchJin Tik Ngai, CFA(65) 6807 5556jintik.ngai@jpmorgan.comJPMorgan Chase Bank, N.A....
时间:2025-05-14 13:01栏目:电力
Asia Pacific Economic Research27 December 2023J P M O R G A Nwww.jpmorganmarkets.comEmerging Markets Asia, Economic and Policy ResearchJi Yan(852) 2800-7673ji.yan@jpmorgan.comHaibin Zhu(852) 2800-7039haibin.zhu@jpmorgan.comGrace Ng(852) 2800-7002grace.h.ng@jpmorgan.comTingting Ge(852) 2800-0143tingt...
时间:2025-05-14 11:53栏目:电力
ab2 January 2024Global Research and Evidence LabChina A-Share Style Guide2023 ended with another rally in ValueWhat is the current investing environment?Macro drivers' explanatory power rebounded in December as the impact of crude oil increased from 1% to 6%. Pair-wise correlations across the e...
时间:2025-05-14 12:59栏目:电力
体制人的免费资料库 --微信搜索公众号“暗狗 Lite”或输入网址：www.wenyixie.com | 材料交流群请添加微信：15202926937许小年全球 INS 大会演讲：创新不在于新，甚至可以很旧创新不在于新，甚至可以很旧——全球 INS 大会演讲许小年...
时间:2021-12-24 20:01栏目:其他
ab2 January 2024Global Research and Evidence LabAsia Style GuideLow Volatility performed best in 2023Low Risk in the black; Growth and Quality in the red Both definitions of Low Risk were the biggest winners in December, with Low Volatility up 6.4% MoM and Low Price Beta up 2.9% MoM. Delta Quality o...
时间:2025-05-14 12:59栏目:电力
11 January 2024Deutsche BankResearch Asia Japan Strategy 2024 APAC Outlook Date Strategy Update Too bad, for too long, in too many placesWe see APAC equities benefitting from: 1) Liquidity trends moving in the region's, and in equities', favour, and 2) Falling inflation and interest rates ...
时间:2025-05-15 17:06栏目:电力
