海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

GS--India: RBI policy review: RBI changes policy stance to “neutral”

The RBI MPC voted 5:1 to keep the policy repo rate unchanged at 6.50% at the nOctober meeting in-line with expectations, but changed the policy stance from
海外研报

GS Utilities Daily: SSE: Sizable visibility coming to the renewables rollout

In July, the Labour government was elected and has since brought into play moreambitious targets for UK renewables development. Over the next 12-18 months,
海外研报

GS--GS EUROPEAN EXPRESS: New Idea: Buy Lonza | Encore: Buy SSE, ZELA (both on CL), DBKGn |

Lonza – back on track to deliver compounding returns; initiate at Buy – We initiatecoverage on Lonza Group AG with a Buy rating and a 12-month price target of CHF645. Despite performance YTD, we still see scope for further upside, with Lonza
海外研报

Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium

Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报

BCA--Is The Fed Asleep At The Wheel… Again?

The good news is that we should not fear an imminent US recession.• In the absence of recession though, the Fed cannot cut rates as aggressivelyas is priced if it wants to keep inflation and inflation expectations anchored at2 percent.
海外研报

GS--China: Tourism data showed largely stable momentum during the National Day Golden Week

Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报

GS--China Optical Transceivers_ 3Q Preview

Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect
海外研报

BofA_US Viewpoint September CPI FAQ- expected report should create scope for dip buying_20241009

0.3% CPI = more bark than biteWhile knee-jerk the market may initially bear flatten with a MoM core 0.3% CPI print, we
海外研报

BofA_Liquid Insight ECB- from how fast to how far_20241009

Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.
海外研报

BofA_FX Viewpoint FX flows & positioning in Q3_20241009

Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short
海外研报