海外研报

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium

UBS--Emerging market equities

We rate emerging market stocks as Neutral in our global equity

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has

GS--Q&A on Risks to Supply in the Middle East

Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views

SocGen - Market Wrap-up - Tail risks getting worse

Credit spreads still have room to rally, credit fundamentals remain robust and there

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…