Global Markets Strategy26 February 2024J P M O R G A Nwww.jpmorganmarkets.comThis material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not b...
时间:2025-06-04 14:34栏目:农业
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 IdeaJapan Equity Strategy | JapanReview of F3/24 3Q Results Companies on the TSE Prime Market have reported F3/24 3Q results. While the results confirmed healthy corporate earnings with a 20% YoY rise in RP, skewing toward certain industries stood out too. Total value of buyback programs establish...
时间:2025-06-04 14:32栏目:农业
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies. >> Employed by a n...
时间:2025-06-04 09:55栏目:农业
16 February 2024Deutsche BankResearch Global Strategy Asset Allocation Date Strategy Update What Companies Are Saying: Signs Of A Turn UpThis report presents a collection of management commentary from 130 earnings calls in the Q4 reporting season. We present the key themes that emerged below.Compani...
时间:2025-06-04 09:53栏目:农业
Global Markets Strategy14 February 2024J P M O R G A Nwww.jpmorganmarkets.comEquity StrategyRie Nishihara AC(81-3) 6736-8629rie.nishihara@jpmorgan.comBloomberg JPMA NISHIHARA
时间:2025-06-04 09:51栏目:农业
M IdeaAsia Economics | Asia PacificThe Viewpoint: The Risk of Trade Tensions ReturningAs China’s producers continue to push excess capacity offshore, we see the risk of trade tensions reemerging. Moreover, if Republicans win the White House in the Nov-24 US elections, a potential rise in tariffs w...
时间:2025-06-04 09:51栏目:农业
1CROSS-ASSET PLAYBOOK | FEBRUARY 7, 2024M O R G A N S T A N L E Y R E S E A R C HCROSS-ASSET STRATEGYCross-Asset Playbook – February 2024Better Is the Enemy of GoodWelcome to the Good PlaceA US soft landing is still our base case, but recent data releases suggest GDP growth can surprise to the ups...
时间:2025-06-04 09:50栏目:农业
M Global IdeaGlobal EM StrategistNo Sliding Out of DMsMorgan Stanley & Co. International plc+James K LordStrategist James.Lord@morganstanley.com +44 20 7677-3254 Neville Z MandimikaStrategist Neville.Mandimika@morganstanley.com +44 20 7425-2509 Pascal N BodeStrategist Pascal.Bode@morganstanley.com +...
时间:2025-06-04 09:50栏目:农业
