摩根士丹利：投资者介绍_政策转向_触发因素及下一步行动
摩根大通·2024-10-21 15:21
October 17, 2024 04:34 AM GMT M Foundation Investor Presentation | Asia Pacific Policy Pivot: What Triggered It, and What's Next? Morgan Stanley Asia Limited+ Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 For important disclosures, refer to the Disclosure Section. M Foundation Section 1: Cyclical Outlook 2 M Foundation 2024/25 Economic Outlook Modest QoQ Growth Improvement, but Sustainable Reflation Remains Distant But reflation remains a long and drawn-out battle Policy pivot ...