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GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,
海外研报

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is
海外研报

SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009

Asia’s most profitable quarter since the China reopening Asia equities posted their
海外研报

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady
海外研报

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp
海外研报

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest
海外研报

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in
海外研报

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly
海外研报

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,
海外研报

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and
海外研报