Hong Kong-China Stock Market Summary
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No Buybacks From Foreign Investors
Although global stock markets are showing signs of improvement, driven by expectations of a soft landing in the world economy and potential...
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Bond Yields Reversed; SET Fully Valued Recommend Taking Profit
The US 10Y bond yield observed a weekly increase of 13.4 bps, reaching 3.93%, while the US 2Y bond yield climbed by 9.2 bps to 4.39%. The risk of...
87 Views
Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line
Post 3Q earnings, investors have regained confidence in AI capital spending for the next few quarters. Amazon/Microsoft/Alphabet/Meta (âCSP3 &...
555 Views
Today's Dominant Ideas
US economic growth may beat the expectations - the Atlanta Fed projects US 3Q23E GDP growth at 5.4% YoY vs. the projection of Trading Economics of...
82 Views