ab9 February 2024Global Research and Evidence LabGlobal CommoditiesLithium: More supply needs to come outSupply growth ~30% vs demand growth ~25% over 2024/25E Late last year we had forecast lithium demand growing 25% per annum for 2024/25 vs supply at 41%/36%. This imbalance drove large multi-year ...

时间:2025-06-04 09:47栏目:农业

20 January 2024Deutsche BankResearch Asia Economics Asia Week Ahead Date Week aheadSouth Korea is likely to report another quarter of trend growth (2.2% [0.6%QoQ sa]), led by an improvement in exports. Exports rose 5.8% in Q4 (vs. -9.6% in Q3), leaving a wider trade surplus of USD9.6bn (vs. USD6.4bn...

时间:2025-05-20 16:52栏目:农业

9 January 2024Deutsche BankResearch Asia Economics Asia Week Ahead Date Weeks aheadChina inflation is likely to rebound slightly in December, with CPI forecast to be -0.4% yoy and PPI to be -2.5%, which is in line with the improvement in price PMIs. M2 is expected to stay largely unchanged at 10.1% ...

时间:2025-05-15 17:06栏目:电力

abc5 January 2024Global Research and Evidence LabChina Equity StrategyAll you need to know about the 'national team'What is the 'national team'?In Oct 2023, Central Huijin Investment Ltd., (Central Huijin) announced that it would increase its stake in the Big-4 SOE banks. In addi...

时间:2025-05-14 12:59栏目:电力