海外研报
筛选
GS--KOSPI rebounded by 1% despite sustained semi weakness
KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报
2024年09月16日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024
Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the
海外研报
2024年09月16日
GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities
Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery
海外研报
2024年09月16日
GS--Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong
海外研报
2024年09月16日
GS--NIFTY hit ATH this week, up 2%; Valuations hit peak levels
Performance: NIFTY hit all time high this week, up 2%w/w (MXAPJ: +1% w/w). Across sectors, FMCG led
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways03
Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others
海外研报
2024年09月16日
GS--India Pharma: Aug’24 Pulse Check: Export tracker
We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
海外研报
2024年09月16日
GS--Drawdown Risk | EU REITs | Transport Chartbook |
Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While
海外研报
2024年09月16日
GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)
The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new
海外研报
2024年09月16日
