UBS Equities-Global Strategy _Are these the late stages of EM underperfor...-109709226

2024-08宏观经济11免费

📄 文件全名: 《UBS Equities-Global Strategy _Are these the late stages of EM underperfor...-109709226.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: Assuming the US is cooling and not contracting (UBSe: 1.1% Q3 & 1.2% Q4 real GDP
🏷️ 核心议题: #GDP

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报告摘要

EM underperformance? Path for strong EM returns still looks narrow over the next 1-2m We have held a counter-consensus defensive view on EM, in general, this year e.g. "Will

📋 核心要点(部分)

7 August 2024

❓ 常见问题

《UBS Equities-Global Strategy _Are these the late stages of EM underperfor...-109709226》主要包含哪些内容?

EM underperformance? Path for strong EM returns still looks narrow over the next 1-2m We have held a counter-consensus defensive view on EM, in general, this year e.g. "Will核心数据:Assuming the US is cooling and not contracting (UBSe: 1.1% Q3 & 1.2% Q4 real GDP。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 11。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了GDP等议题。