AccessibleversionEquityStrategy-China04March2024SOEreform2.0,andthe“FantasticFour”EquityStrategysectorsChinaEquityStrategyTableofContentsSOEsoutperformed,withincreasedinvestorinterestsExecutivesu...
Accessibleversion29December2023JapanCreditMonthlyCreditJapanDecember2023YusukeIkedaCreditAnalysisResearchAnalystBofASJapanPrimarymarkettrendinDecember+81362257712yusuke.ikeda@bofa.comDomesticcorpor...
AccessibleversionTheFlowShowTakeaHikeScoresontheDoors:crypto51.9%,oil19.6%,gold15.1%,commodities11.2%,stocks11April20247.2%,USdollar3.9%,cash1.5%,HYbonds0.5%,IGbonds-2.3%,govtbonds-5.0%.InvestmentS...
AccessibleversionGlobalFundManagerSurveyBullsgoGlobalBofAMarchGlobalFundManagerSurvey19March2024BottomLine:GlobalgrowthexpectationsforFundManagerSurvey(FMS)respondentsInvestmentStrategyata2-yearhig...
Distributedon:25/03/202408:51:08GMTDeutscheBankResearchMarch2024GlobalMarketsSurveyMarch2024JimReidHeadofGlobalEconomicsandThematicResearch(+44)-20-7547-2943jim.reid@db.comCassidyAinsworth-Grace(+4...
AccessibleversionAsiaFundManagerSurveyHoldinggroundagainsthigherinflationexpectationsFMSvotesforanaccelerationinGlobalgrowthmomentum16April2024TheGlobalFundManagerSurveyupgradeditsviewoftheworldeco...
AccessibleversionTheFlowShowIfthedovedon’tfit…ScoresontheDoors:crypto30.7%,oil15.2%,gold14.8%,commodities9.6%,US18April2024dollar4.8%,stocks3.7%,cash1.6%,HYbonds-0.3%,stocks(equal-weighted)-1.8%,...
AccessibleversionAsiaPacificCreditUpdateIndiaHY:YTDperformancerecap&recommendationsupdateRatingChange-CreditYTDperformancerecap28December2023ICEBofAIndiaHYindex(EINH)haspostedYTDtotalreturnof11.0%(...
AccessibleversionChinaWatchChartbookseries#125:Industrialprofitpickedup;depositratecutagaininDecMobilityimproved;consumptionstillheldup28December2023Bothinter-andintra-citymobilityremainedintactthi...
AccessibleversionChinaWatchChartbookseries#139:MarexcavatorsalesimproveddespiteweakconstructionAbetterconsumptionrecoveryduringQingmingholiday11April2024Bothnumberoftouristsandtourismrevenue(112%an...
