Deutsche Bank-Asia Macro Strategy Notes India – Signs of growth slowdown;...-110280308

2024-09宏观经济12免费

📄 文件全名: 《Deutsche Bank-Asia Macro Strategy Notes India – Signs of growth slowdown;...-110280308.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: (August -9.3%, Figure 3) and two-wheeler sales (down to 3%, after
even that is showing some early signs of weakness in September mtd (-0.7% mom
sa vs. +1.3% in Aug and Jul).
🏷️ 核心议题: #GDP

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报告摘要

We recommend receiving INR 5Y swaps in addition to our existing long IGB 7Y exposure in the Asia portfolio. Our highest-frequency daily growth indicator suggests the growth miss

📋 核心要点(部分)

11 September 2024

❓ 常见问题

《Deutsche Bank-Asia Macro Strategy Notes India – Signs of growth slowdown;...-110280308》主要包含哪些内容?

We recommend receiving INR 5Y swaps in addition to our existing long IGB 7Y exposure in the Asia portfolio. Our highest-frequency daily growth indicator suggests the growth miss核心数据:(August -9.3%, Figure 3) and two-wheeler sales (down to 3%, after;even that is showing some early signs of weakness in September mtd (-0.7% mom;sa vs. +1.3% in Aug and Jul).。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 12。

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。