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JPMorgan Econ FI-China December NBS PMIs weakened further amid demand softnes...-105649997

JPMORGANAsiaPacificEconomicResearch01January2024ChinaDecemberNBSPMIsweakenedfurtheramiddemandsoftness•China’sDecemberNBSPMIreportcameinonthesoftsideagain.TheEmergingMarketsasia,EconomicandPolicyR...

时间:2024-05-22 14:51栏目:券商报告(周更新)

Morgan Stanley Fixed-India Economics Building Stronger Recovery-107238167

MMarch26,202411:00PMGMTFoundationIndiaEconomicsasiaPacificMorganStanleyIndiaCompanyPrivateLimited+91226118-2246+91226118-3027BuildingStrongerRecoveryUpasanaChachraWeupgradeGDPgrowthto6.8%forF2025ef...

时间:2024-05-22 14:50栏目:券商报告(周更新)

Morgan Stanley-China Financials April TSF Shifting from quantity to quali...-108190963

MMay12,202408:47PMGMTMorganStanleyAsiaLimited+UpdateChinaFinancialsasiaPacificRichardXu,CFA+8522848-6729+8523963-4624AprilTSF:ShiftingfromEquityAnalyst+8523963-2224quantitytoqualityRichard.Xu@morga...

时间:2024-05-22 13:31栏目:券商报告(周更新)

Morgan Stanley-China Financials Why slower loan growth and notably slower ...-107586598

MApril14,202408:08PMGMTUpdateChinaFinancialsasiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-2224WhyslowerloangrowthandRichardXu,CFA+8523963-4624notablyslowercorporatedepositgrowthinMarch?...

时间:2024-05-22 13:28栏目:券商报告(周更新)

Morgan Stanley-China Financials Feb TSF growth slowed as expected, further...-107052327

MMarch15,202402:40PMGMTUpdateChinaFinancialsasiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-2224FebTSFgrowthslowedasRichardXu,CFA+8523963-4624expected,furtherslowdownlikelyEquityAnalystRi...

时间:2024-05-22 13:26栏目:券商报告(周更新)

JPMorgan Econ FI-China December trade activity beat expectations-105887637

JPMORGANAsiaPacificEconomicResearch12January2024China:Decembertradeactivitybeatexpectations•China’smerchandiseexports(inUSDterms)rose2.3%oyainDecember,EmergingMarketsasia,EconomicandPolicyResearc...

时间:2024-05-22 13:25栏目:券商报告(周更新)

Morgan Stanley-China Financials Higher government bond issuance offsets sl...-105929508

MJanuary14,202406:14PMGMTUpdateChinaFinancialsasiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-2224HighergovernmentbondRichardXu,CFA+8523963-4624issuanceoffsetsslowerloangrowthinDecEquityA...

时间:2024-05-22 13:20栏目:券商报告(周更新)

Morgan Stanley-China Financials Policy shift has paid off earlier than exp...-107899136

MApril29,202402:46PMGMTIdeaChinaFinancialsasiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-4624PolicyshifthaspaidoffearlierRichardXu,CFA+8522239-7033thanexpected+8523963-2224EquityAnalyst+...

时间:2024-05-22 13:19栏目:券商报告(周更新)

Morgan Stanley-China Financials Strong Jan credit due to late CNY and stro...-106495775

MFebruary13,202402:38AMGMTUpdateChinaFinancialsasiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-2224StrongJancreditduetolateRichardXu,CFA+8523963-4624CNYandstrongcompetitionEquityAnalystSt...

时间:2024-05-22 13:19栏目:券商报告(周更新)

Morgan Stanley Fixed-Asia Economics The Viewpoint Japans reflation story – Wha...-106579286

MFebruary18,202406:06PMGMTMorganStanleyAsiaLimitedIdeaAsiaEconomicsasiaPacificChetanAhya+8522239-7812+8136836-5404TheViewpoint:Japan'sreflationChiefAsiaEconomiststory–What'sdifferentthisChetan.Ahy...

时间:2024-05-22 13:19栏目:券商报告(周更新)

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