海外研报

Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium

JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with

China_s_stock_market_frenzy__1

China’s stock market frenzy

GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our