更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 India | Banks Themes for 2025: Year of Easing 2025 may be a Year of Easing for Indian Banks as RBI's effort to manage risks have narrowed gap in loan/deposit growth, slowed unsecured loans & even GDP growth. Loan growth to slow to 11-13% that drives some EPS cuts. Rates may fall by 50bps & see easier/ stable norms. Asset quality cycle may be shallower & ease for big banks in FY26. Vals are attractive as EPSg gap vs mkt is narrower. We like ICICI, Axis, HDFCB, SBI; Upg KMB to Buy ...

Source: IEA, EIA, Wood Mackenzie, Rystad, Genscape, FlightAware, MariTrace, Google, TomTom, US Department of Transportation, J.P. Morgan Commodities Research 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------|-------|-------|------------------|-------|-------|-------|-------|-------|-------|-------|-------|-------| ...

FICC Research Economics 29 November 2024 US Outlook The return of the tariff: Warning shots fired The president-elect gave an early demonstration of his intent to use tariffs as a tool for foreign policy objectives, signaling new levies on China, Canada, and Mexico linked to migration and drug enforcement. Amid policy and measurement uncertainty, the FOMC signaled its intent to ease gradually. • Incoming data remain consistent with a deceleration of GDP in Q4 to a trend-like 2.0% q/q saar, following the 2.8 ...

Lin-Manuel Miranda on his new How Rivals concept album, The Warriors made us long for uesday 22 October 2024 £3.00 the 1980s From £1.64 for subscribers Zoe > G2 Met officer cleared of murder after shooting unarmed driver in head Police anger that case came to trial - but family speaks of 'deep pain' Vikram Dodd Police and crime correspondent A Metropolitan police firearms officer who shot an unarmed suspect in the head has been acquitted of murder. Sgt Martyn Blake shot Chris Kaba in September 2022 after st ...

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'Genius' Joe Root breaks England Test run record e 'Hi Lord Big Dave. What's with the peerage Exclusive extract from John Crace's new book ● G2 PM's vow to end austerity needs £25bn of tax rises' Larry Elliott Economics editor Keir Starmer's promise to end aus- terity and rebuild public services will require tax increases of £25bn a year in the coming budget even if debt rules are changed to provide scope for extra investment spending, a leading thinktank has said. In its preview of the first Labour budget ...

| --- | --- | --- | --- | |--------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------|-------| | | | | | | | Deutsche Bank | | | | AND ANALYST | Securitization Research The Outlook Edward Reardon, Douglas Runte, CFA, Conor O-Toole, Kayvan Darouian, Bipul Sinha, CFA, Jamie Fl ...

M Asia Pacific Insight Tech Diffusion and GenAI September 24, 2024 09:00 PM GMT The Nuclear Fleet to Power GenAI We see Korea's significant and growing nuclear fleet serving as the backbone to power future build out of GenAI data centers. Moreover, changes to energy policy should make it easier for PPAs and co-location at the source, which we see giving Korea a unique advantage. We see Korea's growing nuclear fleet providing ample power for future data center build outs: KEPCO's 10 year plan reflects four n ...

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M Global Idea Thematics September 22, 2024 09:00 PM GMT | --- | --- | |----------------------------------------------------------------------------------|-------| | | | | Morgan Stanley & Co. International plc+ | | | Edward Stanley Equity Strategist | | | Edward.Stanley@morganstanley.com +44 20 7425-0840 Matias Ovrum Equity Strategist | | | Matias.Ovrum@morganstanley.com +44 20 7425-9902 | | | Morgan Stanley Asia Limited+ | | | Shawn Kim | | | Equity Analyst | | | Shawn.Kim@morganstanley.com +852 3963-1005 ...