更多一手调研纪要和研报数据加V：shuinu9870 24 May 2024 J P M O R G A N One potato… GDP = C + I + G + X - M. S = GNP – C – G. -2 0 2 4 6 -8 8 -6 -4 -2 0 2 60 65 70 75 80 85 90 95 00 05 10 15 20 25 % of GDP, both scales Figure 1: The current account and saving-investment gap Source: BEA, J.P. Morgan Saving-investment gap Current account 更多一手调研纪要和研报数据加V：shuinu9870 Finally, the global current account balance should be zero (barring extraterrestrial trade). So the fourth way to measure the US current account is as the negative ...

first quarter fiscal year 2025 earnings call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you need to press star 1-1 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press star 1-1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker t ...

Seeking Certainty Amid Change We stay equal-weight on Chinese equities within an EM/APxJ context: YTD China has been the best performing market globally, but with ups and downs. We believe the current index level already priced in the improvement on multiple fronts, including macro stabilization, flows and positioning, and government policy pivots. However, deflationary pressure is likely to persist with policy focusing more on the manufacturing side, and housing inventory digestion facing uncertainty. Geop ...

numbers risks further escalation. The ammunition problem is acute and will negotiate was lost in 2022 after Ukraine had the upper hand, and an ultimate continue to favor Russia, according to ammunition experts. 08 May 2024 Moving from a unipolar to multipolar world See page 14 for analyst certification and important disclosures. | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

M Asia Pacific Insight March 10, 2024 08:40 AM GMT Contemporary Amperex Technology Co. Ltd. Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Resurgence of "CATL Inside" Jack.Lu@morganstanley.com +852 2848-5044 Kaylee Xu Equity Analyst What’s Changed Kaylee.Xu@morganstanley.com +852 2239-1506 Contemporary Amperex Technology Co. Ltd. (300750.SZ) From To Morgan Stanley & Co. International plc, Seoul Branch+ Rating Equal-weight Overweight Young Suk Shin Price Target Rmb184.00 Rmb210.00 Equity Analyst Young.S ...