Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147

2024-08宏观经济11免费

📄 文件全名: 《Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: (August 8-14) decreased 24%, 26%, 20% and 23%, respectively, vs. the prior cycle
(MSASI): 33% (weighted), down 3ppt vs. Aug 7
than expected at 8.6% YoY (consensus 8.7% YoY), as fiscal easing was unable to
In the meantime, domestic broader trend of lowflation is intact (see July CPI (0.5%Y)
beat expectations (0.3%)), but strength in the month was transitory in nature and
🏷️ 核心议题: #CPI#PPI

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报告摘要

August 15, 2024 09:00 PM GMT China Equity Strategy | Asia Pacific Morgan Stanley Asia Limited+

❓ 常见问题

《Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147》主要包含哪些内容?

August 15, 2024 09:00 PM GMT China Equity Strategy | Asia Pacific Morgan Stanley Asia Limited+核心数据:(August 8-14) decreased 24%, 26%, 20% and 23%, respectively, vs. the prior cycle;(MSASI): 33% (weighted), down 3ppt vs. Aug 7;than expected at 8.6% YoY (consensus 8.7% YoY), as fiscal easing was unable to。

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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、PPI等议题。