海外研报

SocGen - Albert Edwards - We’ll keep trying to look beneath

The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and