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Investing_During_Transitions_GMO_2025_AU_Retail
IntelliPro&英特利普集团· 2024-11-24 16:09
| --- | --- | --- | |-------|-------|-------------------------------| | | | | | | | | | | | Investing during transition | Introduction Global Economy U.S. Economy Global Equities U.S. Equities Fixed Income Private Markets Health Care AI Asset Allocation | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
India Solar PV manufacturing_ What is the end game_
IntelliPro&英特利普集团· 2024-11-22 16:18
19 November 2024 First Published: 19 Nov 2024 00:30 UTC Completion Date: 18 Nov 2024 10:21 UTC India Industrials and Infrastructure India Solar PV manufacturing: What is the end game? Nikhil Nigania +91 226 842 1414 nikhil.nigania@bernsteinsg.com Aman Jain +91 226 842 1486 aman.jain@bernsteinsg.com Indian solar stocks continue to trade at a substantial premium to global peers with Waaree Energies (not covered) with an EV of $10 Bn with 13 GW capacity, and Premier Energies (not covered) with an EV of $5 Bn w ...
India Strategy_ Let's acknowledge the slowdown
IntelliPro&英特利普集团· 2024-11-09 14:13
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 更多一手调研纪要和海外投行报告加V：shuinu9870 Nikhil Arela +91 226 842 1482 nikhil.arela@bernsteinsg.com Following a similar script: We have talked about Q1 before the start of this earnings season. Q2 has repeated the script in a more moderated fashion so far. Over 65% of the NSE100 (Nifty + Next 50) firms that have reported numbers, 48% of those that have reported, have seen a miss greater than 4%, the highest since March 2020. The growth expectations, which were 9% before the start of the sea ...
产业全球化视角下中国企业出海人才趋势洞察
IntelliPro&英特利普集团· 2024-10-17 08:10
IntelliPro 产业全球化视角下中国企业出海 人才趋势洞察 IntelliPro英特利普集团 | --- | --- | --- | --- | |-------|-------|----------------------------------------|---------------------------------| | | | | | | | | | | | 01 | | 风口：出海热 | 弯道超车： 海外岗位机会点在哪？ | | 03 | | 出海企业海外岗位 需要哪些硬要求+软技能 | 趁热打铁： 出海热门岗位发布 | 01 风口：出海热 | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...