海外研报

Citi_Asia Open - Punched in the sentiment face

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

UBS--States: Resilient strength - summary report

State credit quality is among the strongest sectors of

China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites

The last two years have seen China's leverage rise again. We estimate China's non-financial debt to

GS-- Forecasting a 50bp Cut at the October BoC

BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,

BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015

ASML cut showcases increasing divergence in semis

BofA_ASML Holding N.V_20241016

Sobering update; cutting ests; PO cut to €870; Buy

GS--Call buying in stocks with short-squeeze potential

Over the past week, we have seen a significant rally in stocks that were heavily

BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid

Expect meet/beat 3Q; Search likely stable, YouTube weak

UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel

Barclays_European Equity Strategy - What to buy in the UK_20241016

UK investment not straightforward. UK stock valuations still look depressed, and having been