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GS--KOSPI continued to gain by 1% despite semi sector volatility

KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding
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Remain LT bullish on Private Credit & less concerned with credit within our coverage

Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报

precision-insights-credit-sep-24

With most developed market (DM) central banks having kicked off their rate cutting cycles, high yield
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precision-insights-em-august-2024

We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
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Quick RIC - Between a stock and a hard place

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
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GS--Takeaways from Digital Forum: Underappreciated Technology Value

We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
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Taboo--Global Daily Market comments

This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
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GS--The consumer, savings and stock performance

UK households benefit from positive real incomegrowth; the latest labour market data show private sector
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GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast

News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
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GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for

Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,
海外研报