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China Software: 2H24 improving profitability with disciplined expenses; iFlytek, ZWSOFT,

2H24 improving profitability on cost control: We review 2Q24 results of iFlytek,ZWSOFT, and Sangfor; among our China Software coverage, we see revenue growth
海外研报

BofA Securities Equity Client Flow Trends Near-record week of equity outflows

Biggest net sales since Nov. 2020• Biggest net sales since Nov. 2020: In the final week of August (ahead of a
海外研报

Global Equity Volatility Insights Return of Fed put adds to risk of fragility

The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived
海外研报

Capital at risk: nature through an investment lens

As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An
海外研报

How do Asian equities trade the start of a Fed cutting cycle?

Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报

nterest Rate Cuts; Analysis Shows Transports Fare Well

Bottom Line: As the probability that a rate cut comes more into view at theSeptember Fed meeting, we wanted to refresh our analysis on share price
海外研报

Investment Banking Monitor: Some improvement in M&A and DCM, but weaker ECM

Announced August investment banking activity levelsrose 9% YoY and were only 2% below average August
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TOP 5 CLIENT QUESTIONS

Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every
海外研报

Weekly commentary

Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial
海外研报

September Analyst Day Opportunities

Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
海外研报