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