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In today's views
- Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and Jordan
- MACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cut
- CSAG | Re-rating underway; scope for further upside versus ALCN
- EGCH | Resilient margins supported by pricing; operational recovery yet to show
- ORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026
- Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026
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