海外研报

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

Asia_Economic_Outlook_Q4_2024_manageable_slowdown__1

Weaker external demand from

DB - China Macro - How is this time different_20240930

Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal