JPMorgan-Equity Strategy Better China trading could have some more to...-108191952

报告摘要

Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com

核心要点

13 May 2024

报告信息

文件全名: 《JPMorgan-Equity Strategy Better China trading could have some more to...-108191952.pdf》
适合读者: 战略规划行业研究员
核心数据: China is up 25% since January, we believe that the
China lost almost 40%, it is now up 25% from the lows - top chart. While we
valuations probably have another 10-15% upside before closing the
• UK (OW) is also starting to trade better of late, erasing the almost 10% relative
Quality and Large vs Small for now, where all 3 are ahead by 3-8% ytd, at sector
核心议题: PLC

常见问题

《JPMorgan-Equity Strategy Better China trading could have some more to...-108191952》主要包含哪些内容?

Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com核心数据:China is up 25% since January, we believe that the;China lost almost 40%, it is now up 25% from the lows - top chart. While we;valuations probably have another 10-15% upside before closing the。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 27。

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这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了PLC等议题。