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UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,
海外研报

FX Weekly--USD continues to rebound ahead of US election

FX View: The USD is on course to advance for the third consecutive week. We
海外研报

GS-- TP up to NT$1,320 (NT$1,270)

Strength from AI continues to lead the growth
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GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,
海外研报

SocGen_The Systematic Investor Report What the FX factors are telling us about

Currencies remain very data driven in the current environment. The US dollar has
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GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.
海外研报

SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017

As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
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SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by
海外研报

Press conferences, meetings and summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a
海外研报