UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441

2024-07宏观经济24免费

📄 文件全名: 《UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: China is Europe's second largest export market (13%) with Germany accounting for
half. Industrial goods/autos account for 54% of exports. Luxury, semis and chemicals
around 20% expected upside. Sell-rated stocks with China exposure include
🏷️ 核心议题: #PMI

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报告摘要

Global Research and Evidence Lab Europe's China challenge Europe including UK

📋 核心要点(部分)

17 July 2024

❓ 常见问题

《UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441》主要包含哪些内容?

Global Research and Evidence Lab Europe's China challenge Europe including UK核心数据:China is Europe's second largest export market (13%) with Germany accounting for;half. Industrial goods/autos account for 54% of exports. Luxury, semis and chemicals;around 20% expected upside. Sell-rated stocks with China exposure include。

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