海外研报

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with

A Fertile Ground for Investment Returns

It is easy to feel nervous about the

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new

GS--Airbus (AIR.PA)_ September O&D_ Soft deliveries (50) as expected but very strong orders

Airbus September deliveries (50) came in ahead of our GS tracker (43, based onPlanespotters Data – see note here) and in line with the figure reported byReuters, a

Barclays_Barclays Equity Factor Insights_ October_20241010

Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &