AccessibleversionEquityStrategy-China04March2024SOEreform2.0,andthe“FantasticFour”EquityStrategysectorsChinaEquityStrategyTableofContentsSOEsoutperformed,withincreasedinvestorinterestsExecutivesu...
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Accessibleversion29December2023JapanCreditMonthlyCreditJapanDecember2023YusukeIkedaCreditAnalysisResearchAnalystBofASJapanPrimarymarkettrendinDecember+81362257712yusuke.ikeda@bofa.comDomesticcorpor...
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AccessibleversionTheFlowShowAShortHistoryofBubblesScoresontheDoors:crypto16.3%,oil7.0%,USdollar3.3%,commod2.8%,stocks15February20242.6%,cash0.6%,HYbonds-0.3%,IGbonds-2.3%,gold-3.9%,govbonds-4.0%YTD...
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MDecember27,202305:37AMGMTUpdateChinaResourcesGasGroupLtdAsiaPacificMorganStanleyAsiaLimited++8523963-3610+8522848-6964TakeawaysfromChongqingAlbertLi+8523963-1925ReverseRoadshowEquityAnalystWevisit...
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AccessibleversionTheFlowShowTakeaHikeScoresontheDoors:crypto51.9%,oil19.6%,gold15.1%,commodities11.2%,stocks11April20247.2%,USdollar3.9%,cash1.5%,HYbonds0.5%,IGbonds-2.3%,govtbonds-5.0%.InvestmentS...
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AccessibleversionAsiaFundManagerSurveyRationaloptimismClearerskiesahead19March2024TheglobaleconomicoutlookcontinuestobuildonpositivemomentumseeninpriorPredictiveAnalyticsmonths,asattestedtobypaneli...
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AccessibleversionGlobalFundManagerSurveyBullsgoGlobalBofAMarchGlobalFundManagerSurvey19March2024BottomLine:globalgrowthexpectationsforFundManagerSurvey(FMS)respondentsInvestmentStrategyata2-yearhig...
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Accessibleversion13February2024AsiaFundManagerSurveyPredictiveAnalyticsAsiaFebruaryFMS:don’tchangeawinningcombinationRiteshSamadhiya,CFA>>EquityStrategistSignsofabreak-out(ex-China)MerrillLynch(Ho...
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AccessibleversionBofASecuritiesEquityClientFlowTrendsEarly2024flows:largeETFoutflowsandmutedsinglestockinflowsClientssoldequitiesinthesell-off08January2024•ETFoutflowsandsmallsinglestockinflows:La...
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AccessibleversionAsiaFundManagerSurveyInoutperformerswetrustTenthingsfundmanagersaretellingus16January20241)Thenewyearisherebutglobalnarrativesremainlargelythesame–anoff-the-lowsPredictiveAnalytic...
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