Morgan Stanley-Asia Quantitative Strategy - Monthly Perspectives Rising mo...-109289075

2024-07宏观经济39免费

📄 文件全名: 《Morgan Stanley-Asia Quantitative Strategy - Monthly Perspectives Rising mo...-109289075.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: In APxJ/EM, Momentum has underperformed by 2% July MTD, mainly due to HF
Exhibit 1 : Only 37% of constituents
>70% of gains versus their total index weight of 19%.
With more disinflation evidence, US 10Y yields have trended below 4.2%, while
experienced 10 one-day momentum drawdowns over 2% YTD in 2024 vs 2 such
🏷️ 核心议题: #CPI

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July 17, 2024 09:00 PM GMT Morgan Stanley Asia Limited+ Quantitative Strategist

❓ 常见问题

《Morgan Stanley-Asia Quantitative Strategy - Monthly Perspectives Rising mo...-109289075》主要包含哪些内容?

July 17, 2024 09:00 PM GMT Morgan Stanley Asia Limited+ Quantitative Strategist核心数据:In APxJ/EM, Momentum has underperformed by 2% July MTD, mainly due to HF;Exhibit 1 : Only 37% of constituents;>70% of gains versus their total index weight of 19%.。

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覆盖 2024 年,全文约 39。

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适合投资人、行业研究员等读者参考。

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重点分析了CPI等议题。