海外研报

GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls

Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm

GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA

Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs

GD-August Employment Data Will Keep Fed At 25 But It Should Not

August employment data continue the portrayal of an economy running out the string, nearing an inflection point.Yes, August was an uptick from June and July, but given the combined 86,000 downward revision to those months,

FOREIGN INVESTORS SKIP A HIGH GROWTH STORY

Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII