Workflow
Flows & Positioning Guide
Flywheel飞未· 2024-12-03 14:08
M Foundation Asia EM Equity Strategy | Asia Pacific November 29, 2024 05:56 AM GMT Flows & Positioning Guide In October, GEM long-only managers continued to reduce underweights in China & Malaysia, and added to Brazil overweight, funded by adding underweights in India & Taiwan and cutting Korea overweight. In the week ended November 27, 2024, EM equity funds had outflows led by China and India. EM weekly flows – Outflows continued, led by China and India: EM equity funds recorded US$0.8bn outflows for the w ...
China autos in Mexico under Trump 2.0_Takeaways from expert call with Mexico's former chief negotiator for USMCA
CAPS· 2024-12-03 14:08
Asia Pacific Equity Research 29 November 2024 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China autos in Mexico under Trump 2.0 Takeaways from expert call with Mexico's former chief negotiator for USMCA | --- | --- | |------------------------------------ ...
Fund Flow Insights_ Outflows from both equity and bond funds in EM
Flywheel飞未· 2024-12-03 14:08
V i e w p o i n t | 28 Nov 2024 22:00:37 ET │ 30 pages Fund Flow Insights Outflows from both equity and bond funds in EM CITI'S TAKE US$29.4bn inflow into equity funds — In the week ended 11/27/2024, bond funds and equity funds saw inflows of US$10.3bn and US$29.4bn respectively. US funds continue to see strong inflows with US$40.7bn going into their ETFs. Global funds also enjoyed an inflow of US$2.6bn. Japan funds however had US$5.0bn of net redemptions. US$1.8bn outflow from EM funds — Outflows from Chin ...
Expert Call_ Future Use of Data and AI in Consumer Staples, Views from KPMG
AIRPO· 2024-12-03 14:08
Jefferies EUROPE | Food & HPC Equity Research November 29, 2024 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------| | | | | Expert Call: Future Use of Data and A ...
J.P. Morgan Perspectives_Made in China 2025 meets America First_ Will de-risking turn into decoupling_
-· 2024-12-02 06:36
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 Strategic Research 27 November 2024 J P M O R G A N shuinu9870 shuinu9870 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: J.P. Morgan Perspectives shuinu9870 Made in China 2025 meets America First: Will de-risking turn into decoupling? 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: | --- | --- | --- | --- | --- | |-----------------------------------------------------------|--------------------------------------- ...
Show Me The (Real) Money – Diving Into US & China Exposed Stocks
China Securities· 2024-12-02 06:36
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 shuinu9870 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: positioning continues to gradually climb but it remains low overall ( Exhibit 18 ). M Foundation | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
US Economics_ Core PCE inflation elevated, but will not stop rate cuts
CESI· 2024-12-02 06:35
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 shuinu9870 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: 27 Nov 2024 11:09:18 ET │ 8 pages US Economics shuinu9870 Core PCE inflation elevated, but will not stop rate cuts 更多一手调研纪要和研报数据加V: CITI'S TAKE Core PCE at 0.27%MoM was close to our and consensus estimates. The second month of elevated core inflation follows a spell of softer prints and will not be enough to stop the Fed from cutting rates i ...
Stabilization of RevPAR in 2025E; Long-Term Thesis is Intact
-· 2024-12-02 06:35
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 shuinu9870 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: Jefferies China (PRC) | Internet H World Group Equity Research November 27, 2024 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------------------------------------------------------------|-------------------------------------------------------------------------------------------------- ...
Post 2024 AP Summit Taiwan Tech Trip Takeaways – Read-across from Fositek
-· 2024-12-02 06:35
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 shuinu9870 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: November 26, 2024 01:19 PM GMT M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
Report on Increased Demand for Resale in Feminine Care from China
Capgemini· 2024-12-02 06:35
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 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 shuinu9870 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: Jefferies Japan | Cosmetics, Household & Personal Care Unicharm Equity Research November 27, 2024 | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------| ...