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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
LATEST FROM POLICY: -
G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
Launch MNI Podcasts -
Emerging Markets
Emerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
-
Commodities
Commodities
Real-time insight of oil & gas markets
-
Data
-
MNI Research
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
-
About Us
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessGoldman Sachs note that "Chinese.......>
CHINA STOCKS: Goldman Sachs note that "Chinese equities have staged an
impressive rally since March, with the CSI300 surging 32% since its March
troughs, and 14% in the past 5 trading days. We attribute the rally to a
combination of factors including robust economic reopening/recovery,
well-contained COVID-19 resurgence risk, supportive macro policy and positive
government rhetoric towards the equity market, improving corporate earnings
trends, undemanding valuations, and rising retail participation. Looking ahead,
we see a case for 15% further liquidity-driven upside to be developed in the
next 1-3 months, but flat 12-month returns from current levels framed by
fundamental considerations. Our refreshed 12-month target for CSI300 is 4,600
(from 4,100) and we stay Overweight China A-shares in the Asia-Pac ex-Japan
region. Staying engaged but vigilant about correction risks is crucial in
navigating a fast-moving market. Strategies still possess favorable risk/reward,
in our view, which include: a) GS China A VIP basket b) Mid-cycle outperformers
(Financials and select Cyclicals); and, c) GS Buy-rated laggards."
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.