In today’s briefing:
- GEMWeekly (23 Aug 2024): China Property Price War; Thailand, SK Macro; SEC, Tencent, JD, Reliance
- Japan Weekly | The Market Waits; 7&I, GMO Payment, Disco
GEMWeekly (23 Aug 2024): China Property Price War; Thailand, SK Macro; SEC, Tencent, JD, Reliance
- The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Thailand GDP growth, South Korea interest rates and GDP growth expectations.
- Companies mentioned:Samsung Electronics (005930 KS), Tencent (700 HK), JD.com (9618 HK), Reliance Industries (RIL IN)
Japan Weekly | The Market Waits; 7&I, GMO Payment, Disco
- This week, markets remained relatively flat, as investors awaited guidance from monetary policymakers, particularly Fed Chair Jerome Powell’s much-anticipated speech on Friday
- With inflation trending downward—core CPI has fallen for four consecutive months to 3.2%—the Fed seems poised to ease monetary policy
- Topix rose +0.2%; 13 stocks reached 52-week highs, with only one stock, Colowide, hitting a new yearly low
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
