"China"的相关文档 - 文档中心

标签“China”的相关文档，共12条

Morgan Stanley-Tracking China’s Semi Localization China local CPU adoption...-107219493
MMarch25,202410:34PMGMTUpdateTrackingChina’sSemiLocalizationAsiaPacificMorganStanleyTaiwanLimited++88622730-1725+88622730-2863ChinalocalCPUadoption;BigICCharlieChan+88622730-2871FundinjectionEquit...
2024-05-221444602.72 KB5
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Morgan Stanley-China Equity Strategy 2024 China SOE Reform Stock Opportuni...-106630476
MFebruary21,202409:00PMGMTMorganStanleyAsiaLimited+IdeaChinaEquityStrategyAsiaPacificLauraWang+8522848-6853+8523963-41862024ChinaSOEReformStockEquityStrategist+8522848-7293Opportunities:Continuatio...
2024-05-221277556.15 KB4
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Morgan Stanley Fixed-Asia Economics The Viewpoint China – Deflationary Pressure...-105795396
MJanuary8,202405:25PMGMTIdeaAsiaEconomicsAsiaPacificMorganStanleyAsiaLimited+8522239-7812+656834-8272TheViewpoint:China–ChetanAhyaDeflationaryPressuresStill+8523963-0376PersistentChiefAsiaEconomis...
2024-05-221587536.69 KB4
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Morgan Stanley Fixed-Investor Presentation China Economics Takeaways on NPC and...-106970010
MMarch10,202408:58PMGMTMorganStanleyAsiaLimitedUpdateInvestorPresentationAsiaPacificRobinXing+8522848-6511+8522239-7820ChinaEconomics:TakeawaysonNPCandExports/ChiefChinaEconomistCPIBeatRobin.Xing@m...
2024-05-221676667.21 KB18
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Morgan Stanley-Tracking China’s Semi Localization China IC deficit decline...-106176650
MJanuary26,202407:21PMGMTUpdateTrackingChina’sSemiLocalizationAsiaPacificMorganStanleyTaiwanLimited++88622730-1725+88622730-2863ChinaICdeficitdeclineandSiCCharlieChan+88622730-2871investmentEquity...
2024-05-221474626.86 KB28
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Morgan Stanley Fixed-Morgan Stanley Global Macro Forum China – Year of the Long ...-106205539
MorganStanleyResearchGlobalJanuary29,202412:27PMGMTMorganStanleyGlobalMacroForumMinDaiisafixedincomeanalystandisnotopiningonequitysecurities.RobinXingandChetanAhyaareeconomistsandareChina–Yearofth...
2024-05-2213931.34 MB21
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Morgan Stanley-Chinas 3D Journey Greater China IT Services and Software...-108190957
MMay12,202409:00PMGMTIdeaChina's3DJourneyGreaterChinaITServicesandMorganStanleyAsiaLimited++8522239-1911SoftwareAsiaPacific+8522239-1572YangLiu+8523963-1860China1H24CIOSurvey:+8523963-4660Persisten...
2024-05-229251.42 MB16
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China_20240102_0405
MJanuary2,202404:05AMGMTFoundationInvestorPresentationAsiaPacificMorganStanleyAsiaLimited+8522848-6511ChinaEconomics:ABumpyRobinXingRoadtoReflationChiefChinaEconomistRobin.Xing@morganstanley.comMor...
2024-05-216991.05 MB16
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BofA Global Research-Equity Strategy - China SOE reform 2.0, and the “Fantastic ...-106834823
AccessibleversionEquityStrategy-China04March2024SOEreform2.0,andthe“FantasticFour”EquityStrategysectorsChinaEquityStrategyTableofContentsSOEsoutperformed,withincreasedinvestorinterestsExecutivesu...
2024-05-21313687.05 KB14
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China_20231227_0537
MDecember27,202305:37AMGMTUpdateChinaResourcesGasGroupLtdAsiaPacificMorganStanleyAsiaLimited++8523963-3610+8522848-6964TakeawaysfromChongqingAlbertLi+8523963-1925ReverseRoadshowEquityAnalystWevisit...
2024-05-211745577.89 KB28
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Barclays_Asia_Credit_Alpha_China_Property_Could_the_housing_trade_in_scheme_help_digest_excess_inventory_
FICCResearchCreditResearch9May2024AsiaCreditAlphaFOCUSChinaProperty:CouldthehousingAsiaCreditStrategytrade-inschemehelpdigestexcessAvantiSave,CFAinventory?+6563083116avanti.save@barclays.comWeexpec...
2024-05-211320553.7 KB30
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Deutsche Bank-China Macro 10 charts on China’s industrial overcapacity-107776132
DDeeuutstcshcehBeaBnkankResearchChinaMacro10chartsonChina’sindustrialovercapacityDistributedon:24/04/202404:54:06GMTYiXiong,PhDDeyunOuChiefeconomist,ChinaResearchAssociate+85222036139April2024DRee...
2024-05-211426373.09 KB26
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