【英文】瑞信报告:亚太地区2020年策略展望Asia Pacific Strategy 2020 Outlook: A bit more upside(152P)
Our global strategy team does not anticipate a big...
【英文】美银美林报告:2020年,下个十年的十大趋势Transforming World: The 2020s(56P)
Globalization has rewarded financial assets at the...
【英文】汇丰银行报告:2020中国A股投资地图A-share Investment Atlas:2020: From good-to-have to must-have(48P)
We think 1Q20 could see rotation to quality cyclic...
【英文】高盛报告:2020年全球经济展望Global Economics Analyst A Break in the Clouds(22P)
A year ago, we predicted a slowdown in global grow...
【英文】瑞信报告:中国房地产业报告:增长放缓但质量提高China Property Sector Slower growth but better quality(93P)
If the developer is to expand its sales by 20% p.a...
【英文】摩根士丹利报告:全球科技业:数据时代颠覆了供应链Global Technology The Data Era Disrupts the M Supply Chain(60页)
Our framework uses qualitative and quantitative an...
【英文】麦格理报告:中国汽车2020展望:缓慢复苏之路China autos 2020 outlook – slow lane to a full recovery(21页)
Fiscal pressure limits subsidy-type of polies: We...
【英文】麦格理报告:2020中国互联网与媒体展望:超越激烈的收购竞争China Internet & Media 2020 Outlook: Beyond the acquisition r(92P)
For the past few years, Chinese internet companies...
【德文】德国国家工业战略2030Industriestrategie 2030(40页)
Unser Industriestandort ist gekennzeichnet durch &...
【英文】汇丰银行报告:中国教育行业报告China Education Initiate coverage: Time to study specialist subjects(62P)
Environmental: The company is a low-energy, pollut...
【英文】麦格理报告:全球外汇展望:美元峰值Global FX Outlook: Peak USD Topping out(45P)
We cut USDCNY forecast to 6.95 by year end and 6.8...
【英文】麦格理报告:2020全球经济与市场展望:复苏之年2020 Global Economic and Market Outlook(82P)
While the risks around the trade negotiations rema...
【英文】汇丰银行报告:中国机场行业报告China Airports Initiate coverage: A clear runway to higher returns(95P)
Over half a billion passengers each year. An airpo...
【英文】2019年排放差距报告Emissions Gap Report 2019(108P)
There is no sign of GHG emissions peaking in the &...
【英文】普华永道+世界银行报告:2020年世界纳税报告Paying Taxes 2020(50P)
The introduction of electronic systems for filing...