Business | May 18th 2024 Edition economist.com/the-world-this-week/2024/05/16/business Joe Biden imposed another round of tariffs on Chinese exports to America, most notably increasing the duties on electric vehicles to 100%. America imports relatively few Chinese EVs but Mr Biden suggested his steps were pre-emptive. Chinese carmakers are expanding in Europe, but “We’re not going to let China flood our market,” said the president, with one eye on votes in Michigan, the centre of America’s car industry and ...

In the conference meeting, we would like to invite you to talk about families, families to highlight your company, and then we will do a Q&A. How about that? Okay, that sounds good. I can get started with an introduction to Fabernet. So Fabernet was founded Gareth, we will move to the conference now, and then you will start. Okay. Let's move to the conference, and then we will start. Okay. 会议助理,我们现在进入主会场。 好的,老师,已进入。 好,现在已经在主会场,对吧? 是的。 Hello, everyone. I'm Huang Yayuan of Citrix. We are very happy to invite ...

Hello everyone, this is Sarah from WinIn4. I'm glad to be here and to have the chance to share the WinIn5 live stream series with you. In the training program, I will show you how to use Win's financial terminal to do stock analysis. In the WinIn5 series, we will offer a range of training programs that cover various aspects of financial markets. Our official live stream, as shown on the slide, includes topics related to economic research, the stock market, and the bond market. If you would like to view past ...

J P M O R G A N North America Equity Research 05 May 2024 Hardware & Networking C1Q Optical Preview: COHR Appears Best Placed; FN to Deliver; LITE with High Risk-Reward The amount of interest in the Optical ecosystem and more specifically in the IT Hardware/ Telecom & Networking Optical component manufacturers that will be reporting on Monday and Tuesday Equipment is much higher than anytime historically. While the average Hardware investor has Samik Chatterjee, CFA AC historically avoided the Optical compo ...

M Update May 3, 2024 03:29 PM GMT China Quantitative Strategy | Asia Pacific Morgan Stanley Asia Limited+ Gilbert Wong, CFA Quantitative Strategist Positions of Active Long-only Gilbert.Wong@morganstanley.com +852 2848-7102 Laura Wang Equity Strategist Managers in China/HK Laura.Wang@morganstanley.com +852 2848-6853 Jason Ng, CFA Quantitative Strategist Jason.Dl.Ng@morganstanley.com +852 2848-8845 MSCI China gained 6.6% in April, but EPFR data shows that active long-only managers were net sellers in the mar ...

ab 23 April 2024 Global Research and Evidence Lab Equity Strategy Emerging Markets Sunil Tirumalai Strategist sunil.tirumalai@ubs.com +91-22-6155 6080 Abhilash Chowdary Bobbur, PhD Strategist abhilash-chowdary.bobbur@ubs.com +91-22-6155 6042 Karen Hizon Strategist karen.hizon@ubs.com +852-2971 6741 Kruti Shah, CFA Strategist kruti.shah@ubs.com +91-22-6155 6031 Bhanu Baweja Strategist bhanu.baweja@ubs.com +44-20-7568 6833 Manik Narain Strategist manik.narain@ubs.com +44-20-7568 3635 EM Equity Strategy A Chin ...

Industry and Company Overview * **Industry**: Technology * **Focus**: IT spending trends, including hardware, software, services, and cloud computing. * **Key Companies**: Microsoft, Salesforce, Amazon Web Services (AWS), Google Cloud Platform (GCP), Cisco Systems, Palo Alto Networks, Dell/EMC, Pure Storage, HPE, IBM, Oracle, Snowflake, Elastic, MongoDB, Couchbase, Nutanix, F5, and many others. Key Points IT Spending Outlook * **Overall IT Spending**: Expected to grow by 3.1% in 2024, up from 2.4% in 2023. * **Software Spending**: Expected to grow by 3.1% in 2024, driven by Application and Analytics spending. * **Hardware Spending**: Expected to grow by 3.1% in 2024, with Communications and Storage seeing the most growth. * **Cloud Spending**: Expected to grow, with Public Cloud spending remaining strong. Software Trends * **Top Spending Priorities**: BI/Analytics, ERP, and CRM. * **Emerging Trends**: Databases, Observability, and RPA. * **Vendor Performance**: Positive for Microsoft, Salesforce, Snowflake, Elastic, and MongoDB; mixed for Snowflake, Elastic, and MongoDB; negative for HCM and legacy solutions. Hardware Trends * **Top Spending Priorities**: Communications and Storage. * **Emerging Trends**: Repatriation of workloads to private cloud/on-premise from public cloud. * **Vendor Performance**: Positive for Pure Storage and Arista Networks; mixed for HPE, CSCO, and DELL; negative for HPQ. Cloud Trends * **Public Cloud**: Expected to grow, with AWS and Azure leading the market. * **Private Cloud**: Expected to remain stable. * **Hybrid Cloud**: Gaining traction. * **Vendor Performance**: Positive for AWS, Azure, and GCP; mixed for Oracle, IBM, and Rackspace; negative for Dell/EMC and HPE. Security Trends * **Top Spending Priorities**: Endpoint Security, Cloud Security, and IAM. * **Emerging Trends**: SASE and Vulnerability Management. * **Vendor Performance**: Positive for CrowdStrike, Palo Alto Networks, Fortinet, Zscaler, and Varonis; mixed for Rapid7 and Tenable; negative for Check Point. IT Services Trends * **Overall Outlook**: More optimistic in 2024, with a shift back towards digital transformation. * **Key Areas**: Security Expertise, Digital Transformation, and ERP/Software Implementation. * **Vendor Performance**: Positive for Accenture, Cognizant, and EPAM; mixed for IBM and RXT; negative for CTSH. Additional Notes * The survey was conducted in Spring 2024 and included 100 CIO responses. * The survey results are based on the opinions of CIOs and may not reflect the views of all IT professionals. * The survey results are subject to change as the IT industry evolves.

J P M O R G A N Asia Pacific Economic Research 16 April 2024 China Solid 1Q GDP growth at 5.3%oya; yet activity slowed notably in March • Chinas 1Q24 GDP came in above expectations, growing 5.3%oya. Our Emerging Markets Asia, Economic seasonal adjustment process suggests the economy expanded at a solid pace of and Policy Research 7.4% q/q saar in 1Q24, compared to the growth rate at 5.8% q/q saar in 4Q23. Haibin Zhu • Following the stronger-than-expected Jan-Feb activity data, economic (852) 2800-7039 haibi ...

M Idea April 15, 2024 02:49 AM GMT Asia Economics: The Viewpoint 亚洲经济研究：观 Morgan Stanley Asia Limited Chetan Ahya 点 | Asia Pacific 亚洲首席经济学家 Chetan.Ahya@morganstanley.com +852 2239-7812 若降息推迟，又当如何？ 甘永康 亚洲经济学家 Derrick.Kam@morganstanley.com + 65 6834-8272 张乐然 在亚洲，由于通胀率下降，实际利率正在上升只要各央行 经济学家 Jonathan.Cheung@morganstanley.com +852 2848-5652 从6-7月开始降息，出口和资本支出的改善有望缓解经济增长 的下行压力风险在于降息可能推迟到明年 要点 随着通胀继续下行，亚洲的实际利率正在上升 美元的坚挺和对美联储利率路径的重新定价推迟了各央行的降息步伐 外需改善及随后对资本支出的积极溢出效应有助于抵消实际利率上升的不利影 响 我们预计各央行将能够从今年6-7月开始下调名义利率，使实际利率更接近新 ...

ab Global Research and Evidence Lab 15 April 2024 Global Commodities Equities US/UK limit Russia metal sales Global Basic Materials Dim Ariyasinghe US/UK move to restrict Russian metal sales Analyst On Friday, the US (link) and the UK (link) took further action to limit Russian profit from dim.ariyasinghe@ubs.com the trade of its aluminium, copper & nickel. Specifically, the order restricts Russian metal +61-3-9242 6385 from entering London Metal Exchange (LME) (link) or the Chicago Mercantile Exchange Lach ...