Morgan Stanley-China Equity Strategy A-Share Sentiment Fell as Trading Vol...-110301018
2024-09宏观经济11免费
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- 📄 文件全名
- 《Morgan Stanley-China Equity Strategy A-Share Sentiment Fell as Trading Vol...-110301018.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- (MSASI): 31% (weighted), down 5ppt vs.
- dropped by 5ppt and 7ppt to 31% and 23%, respectively, vs. prior cut-off date
- and Northbound (September 5- 11) decreased by 22%, 21%, 8% and 24%,
- scale vs. 1Q24. Macro conditions remain weak: GDP deflator is tracking at -0.6%Y,
- imposing downside risk to our FY2024 forecast of -0.5%Y. Beijing is likely to shift
- 🏷️ 核心议题
- #GDP