V i e w p o i n t | Fund Flow Insights CITI'S TAKE US$1.1bn outflow from EM funds — EM funds saw another week of outflow as US$1.3bn left China funds for the second week. GEM funds however enjoyed a small inflow of US$0.7bn. | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------|----------------|-------|-------|-------|------------------------------------| | Figure 1. Latest flows in DM and EM equ ...

Jan-06Oct-06Jul-07Apr-08 Jan-09Oct-09Jul-10Apr-11 Jan-12Oct-12Jul-13Apr-14 Jan-15Oct-15Jul-16Apr-17 Jan-18Oct-18Jul-19Apr-20 Jan-21Oct-21Jul-22Apr-23 Jan-24Oct-24 V i e w p o i n t | US REITs & Lodging Fund Flow Insights 26 December 2024 Citi Research Real Estate Fund Flows | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------|--------|--------|----------|----------| | Figure 1. Breakdown of Weekly and 2024 Fund Flows ($ millions) \nUS Registe ...

27 December 2024 | 1:35PM HKT | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------| | | | | Bottom line: | Chelsea Song +852-2978-0106 \| chelsea.song@gs.com Goldman Sachs (Asia) L.L.C. | | China's industrial profi ...

ab 26 December 2024 Global Research China China Industrials Nowcasting on US economics and China's export/import (Dec.) Preliminary retail spending estimates +0.76% MoM, still accelerating from last month's reported 0.20% MoM. For December, UBS Evidence Lab Nowcast expects the core CPI to continue to stabilize with increase of 0.20% MoM, below the US Economics team's preliminary estimate of a 28 bp increase. All major components suggest relatively stable MoM trends except for airfares which is suggesting so ...

Goldman Sachs US Economics Analyst Views varied more widely on potential spending cuts from the planned Department of Government Efficiency (DOGE). Exhibit 4 shows that 42% of investors expect insignificant or quite modest spending cuts, 19% expect cuts amounting to $25-100bn, and 32% expect spending cuts of over $100bn or 0.3% of GDP per year. Exhibit 4: Investor Expectations for Spending Cuts from the Department of Government Efficiency Vary More Widely 0 5 10 15 20 25 30 No view Insignificantly Less than ...

**Industry or Company Involved**: Not explicitly mentioned in the provided text. **Key Points and Arguments**: * **General Observations**: * The text covers a wide range of topics, including politics, sports, entertainment, technology, and social issues. * It includes various perspectives and opinions on these topics. * The text is primarily focused on current events and trends. * **Specific Points**: * **Politics**: The text discusses the incoming Trump administration, the potential impact of his policies, and the ongoing debate over immigration enforcement. * **Sports**: The text covers various sports events and issues, including the NBA's potential expansion to Mexico City and the challenges it may face. * **Entertainment**: The text discusses various entertainment topics, including reality TV, film reviews, and music. * **Technology**: The text explores the potential slowing down of AI progress and the challenges faced by companies like Telegram. * **Social Issues**: The text addresses various social issues, including the mpox epidemic in the Democratic Republic of Congo, the challenges faced by women with facial hair, and the impact of climate change. **Other Important but Possibly Overlooked Content**: * **The mpox epidemic in the Democratic Republic of Congo**: The text highlights the challenges faced by the country in containing the epidemic, including limited resources, bureaucracy, and stigma associated with the disease. * **The challenges faced by women with facial hair**: The text explores the societal pressures and stigma faced by women with facial hair, as well as the growing movement advocating for body positivity and self-expression. * **The potential slowing down of AI progress**: The text discusses the challenges faced by AI companies, such as a lack of data and the need for new methods of training AI systems. **Summary**: The provided text offers a snapshot of current events and trends across various industries and sectors. It highlights the complexity of the issues being discussed and the diverse perspectives held by different stakeholders.

****** THURSDAY, DECEMBER 26, 2024 ~ VOL. CCLXXXIV NO. 150 WSJ.com HHHH $5.00 Business & Finance CONTENTS Arts in Review..... A11 Business & FinanceB2,3,10 Crossword................ A12 Equities........................ B6 From Page One.... A8 Heard on Street.. B12 Markets & Finance B10 Opinion................ A13-15 Personal Journal A9-10 Sports.......................... A12 Technology................ B4 U.S. News.............. A2-4 World News......... A5-7 > s 2024 Dow Jones & Company, Inc. All Rights Rese ...

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Source: CISA, Mysteel, Morgan Stanley Research Exhibit 58: Weekly Cement Shipments in Central China -60% -30% 0% 30% 60% - 100 200 300 400 500 20022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024 Source: SMM, Morgan Stanley Research China Materials: Feb-24 Lab-grown Diamond Trade Data (18 Mar 2024) Greater China Materials: China Gold - Adding Alpha to Beta (11 Dec 2024) Zijin Mining Group: Asia Pacific Summit 2024 Feedback (21 Nov 2024) Huaxin Cement Co: Milestone Acq ...

-30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 4Q12 4Q15 4Q18 4Q21 4Q24 Net Tightening vs. Easing Lending Standards - Auto Tightening Easing M O R G A N S T A N L E Y R E S E A R C H | --- | --- | --- | --- | --- | |----------|-------------|-------|--------------------|-------------------------| | | | | | | | Mortgage | Credit Card | Auto | Economic Activity | Sentiment / Conditions | Source: Dealertrack, Morgan Stanley Research. Consumer Credit Activity Tracker Source: Manheim, Morgan Stanley Research. Morgan S ...