September 23, 2024 11:00 PM GMT M Foundation India Economics – Macro Indicators Chartbook | Asia Pacific Resolute Trend Domestic demand picked up pace on a sequential basis in Aug24. CPI remained below the 4% mark, while weaker exports and higher gold imports widened the trade deficit to near all-time high. We expect the expansion cycle to continue; watchful of risks stemming from external factors. 1) Growth – Improving trend: Domestic demand-based high-frequency data for August recorded positive growth in ...

J P M O R G A N Global Quantitative & Derivatives Strategy 25 September 2024 European Quant Strategy Style Investing: Is the QMI 'Recovery' now a defensive trade? • Is the QMI 'Recovery' now a defensive trade? Global equity indices continue to flirt with their all-time highs. Investor sentiment remains bullish (JPMEQGSI Index), but edging down from recent peaks, central banks are easing policy, the US dollar is slipping, and the European QMI is suggesting 'Recovery' (OW Small Caps, Value, and Risk, vs. Larg ...

M Update Wondershare Technology Group | Asia Pacific September 24, 2024 03:21 PM GMT CH) Doubao Video AI Model Makes Competitor Stronger On September 24, Volcano Engine (Bytedance's cloud platform) released new products under the Doubao Foundation Model, including Doubao Video Generation Model, Doubao Music Model and Doubao Simultaneous Interpretation Model. The Doubao Video Generation Model can follow complicated prompts, fulfilling multi- shots action instructions with multi-subjects interaction in time s ...

September 24, 2024 07:30 AM GMT M Update Mid Small Cap/Non-Manufacturer | Japan | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

September 24, 2024 05:53 AM GMT M Foundation Video | Japan Japan Research 2024: Machinery, Auto Parts and Autos Morgan Stanley Japan Research is here to help you navigate the investment debates that matter. Morgan Stanley MUFG Securities Co., Ltd.+ Yoshinao Ibara Equity Analyst Yoshinao.Ibara@morganstanleymufg.com +81 3 6836-5420 Morgan Stanley Asia Limited+ Lisa Jiang Equity Analyst Lisa.Jiang1@morganstanley.com +852 2239-1282 Morgan Stanley MUFG Securities Co., Ltd.+ Masatoshi Terashi Equity Analyst Masat ...

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 Morgan Stanley MUFG Securities Co., Ltd.+ Yoshihito Hasegawa Equity Analyst Yoshihito.Hasegawa@morganstanleymufg.com +81 3 6836-8910 September 24, 2024 03:32 AM GMT M Foundation Investor Presentation: Mid Small Cap/Manufacturer | Japan Mid Small Cap / Manufacturer: Tech Monthly September 2024 Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. ("MUMSS") is acting as financial advisor to Shinko Electric Industries Co., Ltd. ("Shinko Electric") (a consolidated subsidiary ...

September 24, 2024 10:00 AM GMT M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

| --- | --- | --- | --- | |--------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------|-------| | | | | | | | Deutsche Bank | | | | AND ANALYST | Securitization Research The Outlook Edward Reardon, Douglas Runte, CFA, Conor O-Toole, Kayvan Darouian, Bipul Sinha, CFA, Jamie Fl ...

M Update Hong Kong/China Insurance | Asia Pacific September 24, 2024 02:37 PM GMT PBoC policy to further benefit insurance sector We believe the market policy enables better earnings expectations for 3Q, while investment actions, especially in stocks, will remain relatively stable and disciplined. We expect improved fundamentals in the short term, with sales trends and interest rates acting as key catalysts in the medium term. Insurers will benefit from PBoC policies: 1) PBoC is supporting insurers to impro ...

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 September 23, 2024 08:21 PM GMT TSMC | Asia Pacific M Idea Higher capex and sustainable growth; reiterate OW | --- | --- | --- | |----------------------------------|-------------|-------------| | What's Changed \nTSMC (2330.TW) | From | To | | Price Target | NT$1,220.00 | NT$1,280.00 | We see faster capacity expansion at TSMC in both the front-end (2nm/3nm) and advanced packaging (CoWoS) to meet very strong AI semi demand. Key Takeaways We raise our 2025 capex estimat ...