海外研报

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led