国际投行报告-亚太地区投资策略-新风险集的新权重-2022.5.13-84页

140

国际投行报告-亚太地区投资策略-新风险集的新权重-2022.5.13-84页

# 投行报告 # 新风险 # 亚太地区投资大小：5.49M | 页数：84 | 上架时间：2022-05-20 | 语言：英文

国际投行报告-亚太地区投资策略-新风险集的新权重-2022.5.13-84页.pdf

免费阅读10页，购买之后可查看、下载84页完整报告

国际投行报告-亚太地区投资策略-新风险集的新权重-2022.5.13-84页.pdf

试看10页

类型: 策略

上传者: YXM-187

撰写机构: CREDIT SUISSE

出版日期: 2022-05-13

摘要：

Currencies, input cost inflation and growth concerns likely to remain critical drivers. We expect currencies, input cost inflation and growth concerns to remain the key drivers for APAC. As the first two variables are highly unstable, volatility should remain high. As we expect unfavourable moves in currencies and costs to continue, the bias for most markets should be towards weakness. We think that continued strength in the US should offset much of the damage from slower growth elsewhere globally and think that Asia’s cyclicality has fallen since the GFC, but we would not consider Asia a safe haven were a global recession to appear.

展开>> 收起<<

请登录，再发表你的看法

YXM-187

关注