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29 November 2024 | 5:41PM HKT China Economic Activity and Policy Tracker: November 29 In this note, we update four sets of high frequency indicators that we track: 1) consumption and mobility; 2) production and investment; 3) other macro activity; and 4) markets and policy. We now publish our tracker on a bi-weekly basis. 1) Consumption and mobility Exhibit 1: 30-city daily property transaction volume in the primary market was significantly above last year's level Source: Wind, Goldman Sachs Global Investme ...

November 29, 2024 09:09 AM GMT M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

29 November 2024 | 2:37PM HKT China: What do local clients think about the economy? Local marketing takeaways November 2024 We met with onshore clients in Beijing, Shanghai, Guangzhou and Shenzhen over the past two weeks following the publication of our annual outlook. These clients range from mutual funds and private equity funds, to asset managers in banks and insurance companies. Compared with three months ago, local investors are now laser focused on the potential US tariffs in Trump's second term and C ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： positioning continues to gradually climb but it remains low overall ( Exhibit 18 ). M Foundation | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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： shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 V i e w p o i n t | 27 Nov 2024 15:38:31 ET │ 30 pages Global Shipping shuinu9870 Global Supply Chain – Freight Tracker – Downside to Rates 更多一手调研纪要和研报数据加V： CITI'S TAKE We update our weekly freight data tracker which covers both sea and air freight. We see capacity growth of +6% YoY in December and +9% YoY in Nove ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 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： Chow Tai Fook Jewellery (1929) Overweight 1929.HK, 1929 HK 1H in line; quarter to date trend improving; maintain OW shuinu9870 Chow Tai Fook (CTF) reported 1HFY25 (ending Sep-24) results with sales/earnings down 20%/44% yoy, in line with preliminary announcements (sales/earnings down 18-22%/42-46%) on 22 October. This weak result ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 shuinu9870 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 Credit Research 26 November 2024 China Property 10 takeaways from expert call shuinu9870 We turn more skeptical on sustainability of new home sales after the call and we believe policy delivery is the key. We maintain the VNKRLE '27s and '29s at UW on unclear repayment path. We think it is premature to tur ...

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 Global Research J P M O R G A N | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 22 November 2024 | | Correction (See disclosures for details) | | This material is neither intended to be distributed to Mainland Chin ...

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 Global Research J P M O R G A N | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 22 November 2024 | | Correction (See disclosures for details) | | This material is neither intended to be distributed to Mainland Chin ...