外资机构2025观点 Morgan Stanley 参考报告:【2025 China Equity Strategy Outlook: A Bumpy Ride】 预计央行仍将维持宽松立场,提供持续的流动性支持,但进一步降息的空间有限,面临着全球资本外流风险和人民币贬值压力,2025 年底美元兑人民币汇率可能达到 7.6。 沪深300 指数 2025 年目标点位为 4200。企业盈利能力受到价...
MFoundation05年中国经济展望| AsiaPacific论通缩之持久战MorganStanleyAsiaLimited邢自强中国首席经济学家Robin.Xing@morganstanley.com+85848-6511郑林经济学家Jenny.L.Zheng@morganstanley.com+853963-4015蔡志鹏经济学家Zhipeng.Cai@morganstanley.com+85...
Outlooks Stock Market Outlook 2025: Can the Bull Run Persist? Sign up to get Morgan Stanley’s Five Ideas newsletter delivered weekly to your inbox. Email Address Email Address (Required) Submit Discover Who We Are & Join Us Ready to innovate and make an impact every day? Morgan Stanley ...
作者:FelixW_粟 发布于:2024-12-18 13:28雪球转发:0回复:0喜欢:1 #今日话题##宏观经济##投资#
AsiaPacificMorganStanleyAsiaLimited 邢自强 中国首席经济学家 论通缩之持久战Robin.Xing@+8522848-6511 郑林 经济学家 Jenny.L.Zheng@+8523963-4015 若外部面临加关税,而内部消费欠支持,打破通缩则将成为蔡志鹏 一场持久战。预计2025-26年中国实际GDP增速放缓至4%,名经济学家 ...
Global Outlook: What’s Ahead for Markets in 2025? 11/18/24 On the first part of a two-part roundtable, our panel discusses why the U.S. is likely to see a slowdown and where investors can look for growth. How can E*TRADE from Morgan Stanley help?
China GDP forecasts Firm 2024 2023 Goldman Sachs 4.8 5.3 UBS 4.4 5.2 Citi 4.6 5.3 JPMorgan 4.9 5.2 Morgan Stanley 4.2 5.1 Average 4.6 5.2 Among the five bank forecasts CNBC looked at, JPMorgan had the highest at 4.9%, while Morgan Stanley had the lowest at 4.2%. "An...
20, 2024, at 8:18 a.m. Save MoreReuters FILE PHOTO: A smartphone with a displayed ASML logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File Photo AMSTERDAM (Reuters) - Morgan Stanley on Friday downgrade...
Morgan Stanley’s outlook for most equity and fixed-income markets is largely positive heading into the second half of 2024, as interest rate cuts are potentially on the horizon across the globe. Ask your Financial Advisor how to position your portfolio for such changing economic and market ...
Musings:CEWCandOutlookPushback(1Dec2024). 本翻译报告仅供参考之便,摘自以英文发表的原版研究报告。如果翻译与原版研 究报告有任何不一致之处,以原版研究报告中的内容为。原版研究报告可在此 处查看:ChinaMusings:CEWCandOutlookPushback(1Dec2024)。