J.P. Morgan Sell-side卖方

JPM ASEAN Equity Strategy

Sep 22, 202614 pages页

From the report报告摘录Liquidity Tightening & Sector Allocation: Global liquidity tightening (10Y yield 5.05%) drives ASEAN Utilities/Consumer Discretionary downgrade to Neutral (high leverage, interest cost pressures); Energy upgraded to OW…

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