External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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Macroeconomics

<ul><li>Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue</li><li>Support measures should help a broader recovery in domestic demand, but this may take time</li><li>Structural drags remain: we expect annual growth to fall below 5% in 2024 and 2025</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continueSupport measures should help a broader recovery in domestic demand, but this may take timeStructural drags remain: we expect annual growth to fall below 5% in 2024 and 2025Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Credit

<ul>
<li>US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.</li>
<li>Monthly inflation stood at 2% MoM, same with June increases.</li>
<li>The last reading marked the first acceleration in 13 months, followed a 3.0% in June 2023. </li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.
Monthly inflation stood at 2% MoM, same with June increases.
The last reading marked the first acceleration in 13 months, followed a 3.0% in June 2023. 

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

Cross Asset Strategy

The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The International Monetary Fund has slightly revised up its 2023 global growth forecast in its latest report. Despite noting strong first-quarter economic activity, the Fed warned that persistent obstacles were clouding the medium-term picture. Compared with the projections that the IMF made in April, global real GDP growth is predicted to reach 3.0% in 2023, higher by 0.2 p.p, yet with its 2024 forecast unchanged at 3.0%. Global headline inflation should fall to 6.8% in 2023 (2022: 8.7%), then to 5.2% in 2024, but core inflation will moderate more gradually, reaching 6.0% in 2023 (2022: 6.5%) and then 4.7% in 2024. The rise in central bank policy rates to fight inflation has reined in economic growth this year.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The International Monetary Fund has slightly revised up its 2023 global growth forecast in its latest report. Despite noting strong first-quarter economic activity, the Fed warned that persistent obstacles were clouding the medium-term picture. Compared with the projections that the IMF made in April, global real GDP growth is predicted to reach 3.0% in 2023, higher by 0.2 p.p, yet with its 2024 forecast unchanged at 3.0%. Global headline inflation should fall to 6.8% in 2023 (2022: 8.7%), then to 5.2% in 2024, but core inflation will moderate more gradually, reaching 6.0% in 2023 (2022: 6.5%) and then 4.7% in 2024. The rise in central bank policy rates to fight inflation has reined in economic growth this year.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRI Danareksa Debt Research Monthly Report, Jul 2023

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China Treasury (CHINA GOVT)

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue Support measures should help a broader...

ABN AMRO

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY. Monthly inflation stood at 2% MoM,...

BRI Danareksa Research

BRI Danareksa Debt Research Monthly Report, Jul 2023

The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The US economy grew faster than expected in...

BRI Danareksa Research

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