海外研报

China_s_stimulus_package_ten_reactions

Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China

China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer