Morgan Stanley-China Equity Strategy A-Share Sentiment Edged up with Highe...-110205607
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- 📄 文件全名
- 《Morgan Stanley-China Equity Strategy A-Share Sentiment Edged up with Highe...-110205607.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- (MSASI): 36% (weighted), up 3ppt vs. August
- increased by 3ppt and 2ppt to 36% and 30%, respectively, vs. prior cut-off date
- Northbound (August 29-September 4) increased by 22%, 29%, 33% and 35%,
- economics team sees 3Q GDP tracing at ~4% QoQ SAAR, keeping the full-year
- growth below target at 4.6-4.7%. We expect more downward revisions to consensus
- 🏷️ 核心议题
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