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Investor Presentation Asia Pacific:China ' s Pivot,What' s Next Post US Election
Morgan Stanley· 2024-11-22 08:00
November 10, 2024 11:16 PM GMT M Foundation Investor Presentation | Asia Pacific China's Pivot: What's Next Post US Election NPC: The End of The Beginning or The Beginning of The End? (8 November 2024) What Would US Tariff Hikes Mean for China? (6 November 2024) Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Zhipeng Cai Economist Zhipeng.Cai@morganstanley.com +852 2239-7820 Morgan Stanley appreciates your support in the 2025 Extel (ex-Institutional I ...
China_ 2025 Equity Outlook_ Policy showtime
Goldman Sachs· 2024-11-22 07:56
18 November 2024 | 12:23AM HKT | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
How Redistributive Is Fiscal Policy in China?
World Bank Group· 2024-09-03 16:01
Policy Research Working Paper 10887 Public Disclosure Authorized Public Disclosure Authorized How Redistributive Is Fiscal Policy in China? New Evidence on the Distributional Impacts of Taxes and Spending Maria Ana Lugo Nora Lustig Veronica Sonia Montalva Talledo Sailesh Tiwari Yang Wang Human Development Practice Group & Poverty and Equity Global Practice September 2024 Public Disclosure Authorized Public Disclosure Authorized Policy Research Working Paper 10887 Abstract How redistributive are fiscal polic ...
The Beige Book—— Summary of Commentary on Current Economic Conditions by Federal Reserve District August 2024
美联储· 2024-09-03 16:00
The Beige Book Summary of Commentary on Current Economic Conditions by Federal Reserve District August 2024 F E D E R A L R E S E R V E S Y S T E M Contents | --- | |----------------------------------------| | | | About This Publication . | | National Summary | | Federal Reserve Bank of Boston . | | Federal Reserve Bank of New York . | | Federal Reserve Bank of Philadelphia . | | Federal Reserve Bank of Cleveland | | Federal Reserve Bank of Richmond . | | Federal Reserve Bank of Atlanta | | Federal Reserve ...
PRESS NOTE ON ESTIMATES OF GROSS DOMESTIC PRODUCT FOR THE FIRST QUARTER (APRIL - JUNE) OF 2024-25
GOVERNMENT OF INDIA· 2024-08-29 16:01
This Press Release is embargoed against publication, telecast or circulation on internet till 5.30 pm on 30 th August, 2024. | --- | --- | |-----------------------------|-----------------------| | PRESS NOTE ON | | | ESTIMATES OF GROSS DOMESTIC | | | PRODUCT | FOR THE FIRST QUARTER | | (APRIL - | JUNE) OF 2024-25 | NATIONAL ACCOUNTS DIVISION NATIONAL STATISTICAL OFFICE MINISTRY OF STATISTICS & PROGRAMME IMPLEMENTATION GOVERNMENT OF INDIA This Press Release is embargoed against publication, telecast or circu ...
Review and Outlook
美联储· 2024-08-23 15:00
For release on delivery 10:00 a.m. EDT (8:00 a.m. MDT) August 23, 2024 Review and Outlook Remarks by Jerome H. Powell Chair Board of Governors of the Federal Reserve System at "Reassessing the Effectiveness and Transmission of Monetary Policy," an economic symposium sponsored by the Federal Reserve Bank of Kansas City Jackson Hole, Wyoming August 23, 2024 Four and a half years after COVID-19's arrival, the worst of the pandemic-related economic distortions are fading. Inflation has declined significantly. T ...
Minutes of the Federal Open Market Committee July 30–31, 2024
美联储· 2024-08-21 12:00
Minutes of the Federal Open Market Committee July 30–31, 2024 A joint meeting of the Federal Open Market Committee and the Board of Governors of the Federal Reserve System was held in the offices of the Board of Governors on Tuesday, July 30, 2024, at 10:00 a.m. and continued on Wednesday, July 31, 2024, at 9:00 a.m.1 Developments in Financial Markets and Open Market Operations The manager turned first to a review of developments in financial markets. Financial conditions eased modestly over the intermeetin ...
China’s Capacity~ Imbalances, inflections, and beyond cycles [Replay]
Goldman Sachs· 2024-08-13 01:17
China's Manufacturing Capacity - Seven global manufacturing industries represent 22% of China's GDP growth[2] - Over 50% of capacity in five sectors operates at zero or negative cash margins[2] - Solar and lithium batteries are closest to reaching a supply/demand inflection point, while electric vehicles and power semiconductors are the furthest[2] Investment Ratings and Relationships - Goldman Sachs has investment ratings on 2,925 equity securities as of July 1, 2024[8] - 48% of ratings are Buy, 35% are Hold, and 17% are Sell[10] - 64% of Buy-rated companies have investment banking relationships with Goldman Sachs, compared to 57% for Hold and 41% for Sell[10] Research and Disclosures - Goldman Sachs' Quantum database provides detailed financial statement histories and forecasts for in-depth analysis[7] - Analysts certify that their views are personal and not influenced by compensation[4] - Research reports are based on public information and are subject to change without prior notification[17]
FOMC statement 2024/07/31
Federal Reserve· 2024-07-31 18:00
FEDERAL RESERVE press release For release at 2:00 p.m. EDT July 31, 2024 Recent indicators suggest that economic activity has continued to expand at a solid pace. Job gains have moderated, and the unemployment rate has moved up but remains low. Inflation has eased over the past year but remains somewhat elevated. In recent months, there has been some further progress toward the Committee's 2 percent inflation objective. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent ...
China in Pictures-Slow but persistent weakness
Deutsche Bank· 2024-07-30 16:00
China expected to grow 4.9% in 2024, after a deceleration of growth in Q2 Sequential growth moderated in recent months, dragged by softer domestic demand 更多一手调研纪要和研报数据加V:shuinu9870 -10 -5 0 5 10 15 20 '19 '20 '21 '22 '23 '24 Real GDP growth forecast, monthly Real GDP growth, quarterly % YoY 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 Source: Deutsche Bank Research, NBS Source: Deutsche Bank Research, NBS 更多一手调研纪要和研报数据加V:shuinu9870 -15 -10 -5 0 5 10 15 20 25 30 35 '18 '19 '20 '21 '22 '23 '24 Indust ...