Technology: Potential Tailwinds from the New Regulation
On the earnings front, we expect tech companies to see positive momentum in 3Q23 with GTV growth and lower EBITDA losses. We maintain our OW rating...
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Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
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Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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