海外研报

China_s_stock_market_frenzy__1

China’s stock market frenzy

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of

Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to

Near-Term EBIT Expectations Still Seem High, but Why We Are Bullish into '25

We see tactical risk to 4Q EBIT but are buyers on weakness into

GS--UK Banks — ROE, Rates and Returns to shareholders

FTSE 350 Banks and especially UK domestic banks

GS--Weekly Fund Flows Foreign Flows Join In

Global fund flows, week ending October 2