China Industrials 26 December 2024 ab 23 Foreign Bank. UBS Asesores is registered under number 30060-001-(14115)-21/06/2016 and subject to the supervision of the Mexican Banking and Securities Commission ("CNBV") exclusively regarding the rendering of (i) portfolio management services, (ii) securities investment advisory services, analysis and issuance of individual investment recommendations, and (iii) anti-money laundering and terrorism financing matters. This UBS publication or any material related there ...

From a long-term perspective, we see several factors that could support trading activity in the capital markets. Source: Company data, Morgan Stanley Research (E) estimates On the other hand, a few challenges persist and could pose risks to HKEx's revenue: 3. Geopolitical uncertainties could rise as a result of the new US administration's potential policies and tariff hikes. Our higher ADV assumptions drive our higher forecasts of trading fees and tariffs as well as clearing & settlement. Our revenue expect ...

M Update Leisure & Hotels | Europe December 6, 2024 09:32 AM GMT anticipate a sequential weakening in RevPAR. Our local China hotels team recently 'Weekend Break' 1,079: China Hotel Debate This week we look at the performance of China RevPAR this year compared to 2019 and 2023 and debate the outlook. Our Weekly also contains previews of upcoming results (TUI, Carnival, Sodexo), a summary of our latest research (Edenred, SSP, Pubs & Restaurants, Hotels, Travel & Leisure Conference), | --- | --- | --- | --- | ...

Global Markets Strategy 02 December 2024 J P M O R G A N EM Equity ETF Flows Broad redemptions in November post US election – 29 November 2024 | --- | --- | --- | |-------------------------------------------------------|-------|--------------------------------------------------------| | | | | | | | Equity Macro Research | | | | Rajiv Batra AC | | | | (65) 6882-8151 rajiv.j.batra@jpmorgan.com Khoi Vu, CFA | | • Total EM: Net subscriptions of US$4mn. | | (65) 6882-8170 khoi.t.vu@jpmorgan.com | | • Frontier Ma ...

15 November 2024 | 6:11PM HKT discount yet elevated ROI pressure; Durable led; Beauty/Pet beat. China Consumer Connections: Online Brand Tracker: Earlier start of Double 11 led to high growth in Oct; Tissue/RVC led | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------| | | | | ...

V i e w p o i n t | 28 Oct 2024 08:37:14 ET │ 22 pages Brazil Oil & Gas Exploration and Production Data Drilling: Our October 2024 E&P Monthly Report CITI'S TAKE During September Brazil produced 4,539kboed of O&G (+4.5%MoM, - 2.7%YoY), oil accounted for 3,470kbpd, up +3.9% MoM (+129.9kbpd) and natural gas accounted for 169.9mn m3/d, +6.4% MoM (+10.2mn m3/d). Petrobras remained far ahead as the top producer with 63.7% of total oil equivalent production. Production this month was affected by apparent maintena ...

To Answer the Question of Why I Invest in China I invest in China because... ...I can't diversify as well as I'd like to without investing in China. For example, China and the US are the only dominant powers in the most important industries and how these two nations are with each other will shape the world. ...I have invested throughout many cycles in many countries and learned the adage "the time to buy is when there is blood in the streets." In other words, the time to buy is when everyone hates the marke ...

In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out A few years ago, President Xi Jinping started warning that a 100-year big storm is coming. As is typical of the early days of a hurricane, one can now feel it. The circumstances and the mood in China have indisputably changed to become more threatening. These changes are mostly due to big cycle forces. How the Big Cycle in China Transpired to Create the Conditions from the Beginning of the PRC Through the Current Conditi ...

2. Are Prices Discounting Unsustainable Conditions? This measure calculates the earnings growth rate that is required to produce equity returns in excess of bond returns. This is derived by looking at individual securities and adding up their readings. Currently, this indicator is just around the 67th percentile for the aggregate market—more elevated than some of our other readings. The earnings growth discounted in stocks is still a bit high. 35% 30% 25% 20% 15% 10% 5% 0% Mag-7 is discounting very high ear ...

2024: A Pivotal Year on the Brink RAY DALIO Ray Dalio 4) the force of nature, and 5) how well humankind invents new and better approaches and technologies. 2024.1.16 As you probably know, I believe that there are five big, interrelated influences that are driving the changing world order and that they tend to evolve in big cycles. They are: 2) how well the internal order (system) works within countries to influence how well people within them work together, 1) how well the debt/money/economic system works, ...