UBS Equities-EM Equity Strategy _A China upgrade - why And why now_ Tir...-107745912

2024-05管理咨询21免费

📄 文件全名: 《UBS Equities-EM Equity Strategy _A China upgrade - why And why now_ Tir...-107745912.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: +consumption 55% weight, property sub-5%) - quite distinct from the China economy.
UBS MSCI EM targets), MSCI China EPS is down only ~2% in the last 18 months -
a floor to a collapsing/volatile market - a floor that is 10% below CMP for a market that
has fallen 60% in 2 years - changing the downside-risk dynamics. 2) Growing trend of
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报告摘要

Global Research and Evidence Lab A China upgrade - why? And why now? Upgrade to OW: MSCI China EPS is not affected by the weak property trends

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《UBS Equities-EM Equity Strategy _A China upgrade - why And why now_ Tir...-107745912》主要包含哪些内容?

Global Research and Evidence Lab A China upgrade - why? And why now? Upgrade to OW: MSCI China EPS is not affected by the weak property trends核心数据:+consumption 55% weight, property sub-5%) - quite distinct from the China economy.;UBS MSCI EM targets), MSCI China EPS is down only ~2% in the last 18 months -;a floor to a collapsing/volatile market - a floor that is 10% below CMP for a market that。

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