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Asia EM Equity Strategy_ Revisiting Asia's Financial Acceleration_ Multispeed in a Multipolar World
AstraZeneca· 2024-11-15 03:17
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 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: MGlobal Insight 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 November 10, 2024 09:00 PM GMT Asia EM Equity Strategy shuinu9870 shuinu9870 Revisiting Asia's Financial Acceleration: Multispeed in a Multipolar World 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: Divergent economic growth and multipolar world dynamics will continue to drive complexity, with Japan, India, Korea and ASEAN like ...
S.F. Holding (.SZ)_ Asia's leading logistics service provider with deepening moat and global expansion; Reinstate at Buy
AstraZeneca· 2024-11-15 03:17
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: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 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: 10 November 2024 | 9:08PM HKT | --- | --- | --- | --- | --- | --- | --- | --- | |-------|------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------- ...
Asia Technology_ Memory – Addressing Three Key Debates
AstraZeneca· 2024-11-15 03:17
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: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 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: higher – clearly, this becomes a major challenge in a cyclical downturn. M Idea | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Asia FX and Rates Strategy_ China Watch_ PBoC’s new outright reverse repo tool
AstraZeneca· 2024-10-31 02:40
27 Oct 2024 22:34:25 ET │ 8 pages Asia FX and Rates Strategy China Watch: PBoC's new outright reverse repo tool CITI'S TAKE PBoC announced today the addition of "outright reverse repo" to its toolbox. In our view, the new tool should increase PBoC's ability to affect both short end (3m/6m etc.) and long end of the yield curve (if PBoC sells the bonds), to adjust liquidity across tenors (e.g. by smoothening impacts of maturing MLFs), to nurture the outright repo market as more international investors enter t ...
2024年会见AZN管理:肺癌和QCS报告
AstraZeneca· 2024-09-13 03:30
AstraZeneca Z Meet AZN Management: Lung Cancer and QCS Investor event 09 September 2024 | Virtual Webcast This event is not for participants of the 2024 IASLC World Congress on Lung Cancer Forward-looking statements 2 In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter 'the Group') provides the following cautionary statement: This document contains certain forward-looking statements with respect to the oper ...