18 November 2024 | 9:01PM GMT EM Equity Strategy 2025 EM Equity Outlook: Domestic reliance amid external risks n Leaning on policy offsets and micro fundamentals amid tough macro. A stronger dollar, higher China and auto tariffs in our baseline forecasts post US elections, and shallower easing cycles in EM, provide a more challenging backdrop for EM equities in 2025. We think EM markets with strong domestic micro fundamentals, that are relatively insulated from external risks and have supportive local polic ...

North America Equity Research 18 November 2024 J P M O R G A N EE/MI Notes from the Road: Annual EEI Conference Highlights Strong Demand Runway for U.S. Utility/T&D Market Our trip to the annual EEI conference reinforced our confidence in the multi-year favorable outlook for U.S. electric utility spending, and positive view of related exposure in the EE/MI sector (HUBB/ETN/EMR/WCC are most exposed). Increasing expectations on load growth, supported by economic development, now being led by data center deman ...

M Update Investor Presentation | Asia Pacific November 18, 2024 08:00 PM GMT TMT Webcast: The Tech Set-Up into Year-end and Japan SPE S. Korea Technology Asia Pacific Industry View Cautious Greater China Technology Hardware Asia Pacific Industry View In-Line Semiconductor Production Equipment Japan Industry View Attractive Japan Semiconductors Japan Industry View In-Line Morgan Stanley Asia Limited+ Shawn Kim Equity Analyst Shawn.Kim@morganstanley.com +852 3963-1005 Morgan Stanley MUFG Securities Co., Ltd.+ ...

19 Nov 2024 12:36:35 ET │ 9 pages Global FX Strategy Escalate to de-escalate: increased geopolitics noise until January should still be faded CITI'S TAKE President-elect Trump has made peace negotiations a priority, looking to bring the Russia-Ukraine conflict to a ceasefire and for Israel to quickly conclude operations in Gaza and the broader region. However, that also creates a window before his inauguration where actors involved in these conflicts may try to put themselves in the strongest position ahead ...

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Asia Pacific Equity Research 19 November 2024 J P M O R G A N Futu Holdings Our takeaways from feedback from ~80 clients in the past week Overweight FUTU, FUTU US Price (18 Nov 24):$92.30 Price Target (Dec-24):$160.00 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

North America Equity Research 19 November 2024 J P M O R G A N 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. Cryptocurrency Markets Nov 18 Spot ETP Flows: BTC ETPs Rebound Back to Net Sales as ETH ETPs Remain Negative Yesterday; IBIT Options to Launch Immi ...

J P M O R G A N Asia Pacific Equity Research 20 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 ESS Takeaways from expert call: Strong ESS demand outlook in 2024/25; ESS integration - competitive landscape varies by region but in general ...

November 19, 2024 08:56 AM GMT M Foundation Investor Presentation | Asia Pacific China Battery and Components Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Jack.Lu@morganstanley.com +852 2848-5044 Kaylee Xu Equity Analyst Kaylee.Xu@morganstanley.com +852 2239-1506 Morgan Stanley appreciates your support in the 2025 Extel (ex-Institutional Investor) Asia Research Team Survey. Request your ballot here. China Energy & Chemicals Asia Pacific Industry View In-Line Morgan Stanley does and seeks to do busine ...

19 Nov 2024 01:07:39 ET │ 11 pages Asia FX and Rates Strategy China: Foreign holdings of China bonds reduced further in Oct'24 Foreign flow in fixed income — Foreign holdings of China bonds decreased by US$20bn in Oct'24, mostly driven by CGBs and NCDs. Foreign investors net bought US$1.4bn on the market, but it was not enough to offset US$21.4bn maturity. Overall portfolio flows — Net remittance turned into outflow of US$25.8bn and conversions led to net FX buying of US$3.1bn. This suggests net outflow of ...