海外研报

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

GD--BUT DON'T GET TOO USED TO A CUT PER MEETING

Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the

BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed

BofA - Hartnett - The Flow Show Supermarket Sweep_20241018

Scores on the Doors: gold 29.9%, crypto 23.0%, stocks 19.2%, HY bonds 8.0%, cash