Stick to year-end target and an overweight of Europe. Stay overweight defensives, in general. There seem to have been 4 potential catalysts for recent events which in order are: i)
Stick to year-end target and an overweight of Europe. Stay overweight defensives, in general. There seem to have been 4 potential catalysts for recent events which in order are: i)
Stick to year-end target and an overweight of Europe. Stay overweight defensives, in general. There seem to have been 4 potential catalysts for recent events which in order are: i)核心数据:stimulus in China post the Third Plenum. July/ August sell-offs of 10%+ are not that;We stick with our year-end target of MSCI AC World 830 (c5% upside). We have the;consistent with the current weak ISM (which is pricing in c1% GDP), VIX has risen much。
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适合投资人、行业研究员等读者参考。
重点分析了GDP、PMI等议题。