Last week we came out of the mid-year process with a view to be tactically short funders (JPY and CHF, link), but more for idiosyncratic bottom-up reasons rather than a broad top-down view.
Last week we came out of the mid-year process with a view to be tactically short funders (JPY and CHF, link), but more for idiosyncratic bottom-up reasons rather than a broad top-down view.
Last week we came out of the mid-year process with a view to be tactically short funders (JPY and CHF, link), but more for idiosyncratic bottom-up reasons rather than a broad top-down view.核心数据:Looking at the respective Balance of Payments, Switzerland ran a -4.2% of GDP;Japan ran a 1.7% of GDP basic balance. Both positions are dragged down by FDI。
覆盖 2024 年,全文共 12 页。
本报告免费查阅,登录资料宝后即可在线获取完整内容。
适合投资人、行业研究员等读者参考。
重点分析了GDP等议题。