Global Markets Strategy19 February 2024J P M O R G A Nwww.jpmorganmarkets.comEquity StrategyMislav Matejka, CFA AC(44-20) 7134-9741mislav.matejka@jpmorgan.comJ.P. Morgan Securities plcPrabhav Bhadani, CFA(44-20) 7742-4404prabhav.bhadani@jpmorgan.comJ.P. Morgan Securities plcNitya Saldanha, CFA(44 20...
时间:2025-06-04 14:33栏目:农业
1Joyce Chang AC (1-212) 834-4203joyce.chang@jpmorgan.comJ.P. Morgan Securities LLCAmy Ho AC (1-212) 622 9364amy.ho@jpmchase.comStrategic Research13 February 2024J P M O R G A NWe hosted the first webinar in our 2024 US Election Watch series on February 8, featuring two seasoned independent policy an...
时间:2025-06-04 09:52栏目:农业
M UpdateChina Quantitative Strategy | Asia PacificFlows & Positioning on A-shares Among Offshore FundsActive long-only managers have reduced their A-shares positions YTD via selling Biotech, Software, and Semis amid elevated market volatility. Yet, northbound stock connect program recorded net inflo...
时间:2025-06-04 09:48栏目:农业
ab16 February 2024Global Research and Evidence LabGlobal Rates StrategyRates Map: Bond market on data-dependent modeIn Europe, we have been neutral European duration into January ECB, inflation and strong supply. We think that European rates will remain under pressure in the coming weeks amid stro...
时间:2025-06-04 09:45栏目:农业
1Srini Ramaswamy AC (1-415) 315-8117srini.ramaswamy@jpmorgan.comJ.P. Morgan Securities LLCIpek Ozil (1-212) 834-2305ipek.ozil@jpmorgan.comJ.P. Morgan Securities LLCPhilip Michaelides (1-212) 834-2096philip.michaelides@jpmchase.comJ.P. Morgan Securities LLCArjun Parikh (1-212) 834-4436arjun.parikh@jp...
时间:2025-05-21 12:40栏目:农业
M UpdateUS Credit Strategy Brief | North AmericaFund Flows – Starting on a Strong FootingMorgan Stanley & Co. LLCVishwas PatkarStrategist Vishwas.Patkar@morganstanley.com +1 212 761-8041 Karen ChenStrategist Karen.Chen@morganstanley.com +1 212 761-1199 Joyce JiangStrategist Joyce.Jiang@morganstanl...
时间:2025-05-21 12:40栏目:农业
M IdeaAsia – Apparel and Footwear Supply Chain | Asia Pacific2024 Outlook: On Front Foot for Multi-year UpcycleMorgan Stanley Taiwan Limited+Terence ChengEquity Analyst Terence.Cheng@morganstanley.com +886 2 2730-2873 Jenny TingResearch Associate Jenny.Ting@morganstanley.com +886 2 2730-2995 Morga...
时间:2025-05-21 12:39栏目:农业
M Global IdeaThematicsEdge AI: Product Releases on Track, but Where Are Killer Apps? Edge AI is progressing faster than we would have anticipated 2 months ago. From our conversations, we believe investors are too focused on Killer Apps and not appreciating the sweeping effects of AI in hardware devi...
时间:2025-05-21 12:39栏目:农业
ResearchDeutsche BankAmy Yang | (+1) 212 250 9959 | amy.yang@db.comJanuary 16, 2024Fed Watcher: Pushing back on pricing of cuts, mixed messaging on QTDeutsche BankResearchAmy YangEconomist(+1) 212 250 9959 | amy.yang@db.comMatthew LuzzettiChief US Economist(+1) 212 250 6161 | matthew.luzzetti@db.com...
时间:2025-05-20 16:52栏目:农业
M Global Foundation2024 Global Sustainability Outlook8 Key Questions on the Journey to Maturity We focus on 8 key questions as we explore what's next for Sustainability investing. We see under-appreciated approaches to Sustainability investing that we believe can drive both alpha generation and...
时间:2025-05-20 16:51栏目:农业
