海外研报
筛选
FX --View Foreigners are piling into US assets again
Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报
2024年10月11日
Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报
2024年10月11日
GS--Oil Tracker: Prices Retreat, Risks Remain
Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues
海外研报
2024年10月11日
MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报
2024年10月11日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
GS--India: RBI policy review: RBI changes policy stance to “neutral”
The RBI MPC voted 5:1 to keep the policy repo rate unchanged at 6.50% at the nOctober meeting in-line with expectations, but changed the policy stance from
海外研报
2024年10月11日
GS Utilities Daily: SSE: Sizable visibility coming to the renewables rollout
In July, the Labour government was elected and has since brought into play moreambitious targets for UK renewables development. Over the next 12-18 months,
海外研报
2024年10月11日
GS--GS EUROPEAN EXPRESS: New Idea: Buy Lonza | Encore: Buy SSE, ZELA (both on CL), DBKGn |
Lonza – back on track to deliver compounding returns; initiate at Buy – We initiatecoverage on Lonza Group AG with a Buy rating and a 12-month price target of CHF645. Despite performance YTD, we still see scope for further upside, with Lonza
海外研报
2024年10月11日
