海外研报
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Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
海外研报
2024年09月24日
What is needed for Japanese stocks to regain momentum?
Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,
海外研报
2024年07月01日
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
