UBS Equities-China Equity Strategy _Iran - Israel tensions implications ...-107667395

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📄 文件全名: 《UBS Equities-China Equity Strategy _Iran - Israel tensions implications ...-107667395.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: resulted in a c.10% drawdown to MSCI China, with the impact lower for the A-share at
7%. This compares to a 4% drawdown for MSCI China post the initial Israel-Hamas
work here suggests that a 5% increase in commodity prices reduces MSCI China
earnings by 3-4% on average (with some cost pass through) and assuming the current
commodity prices hold (up 2% MTD), we estimate a 1-2% downside to our current
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报告摘要

Global Research and Evidence Lab Iran - Israel tensions: implications for Chinese Increased risk aversion could result in some drawdown

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《UBS Equities-China Equity Strategy _Iran - Israel tensions implications ...-107667395》主要包含哪些内容?

Global Research and Evidence Lab Iran - Israel tensions: implications for Chinese Increased risk aversion could result in some drawdown核心数据:resulted in a c.10% drawdown to MSCI China, with the impact lower for the A-share at;7%. This compares to a 4% drawdown for MSCI China post the initial Israel-Hamas;work here suggests that a 5% increase in commodity prices reduces MSCI China。

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