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Exposure to Big Tech impacted 1H results

Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a
海外研报

Global Fixed Income Markets Weekly

• Summary performance statistics for trades closed in 2022-2024• Covering Europe, UK, Scandinavia, Japan and Australia/New Zealand trades
海外研报

MS china equity-NPC Unlikely a Catalyst

海外研报

GS US Daily_ The April 2 Tariff Announcement_ Risks Lean Toward a Negative Surprise (Phillips)

海外研报

20250408-UBS-China Equity Strategy US tariffs， one~off valuation shock； the entry of the 'national t

海外研报

BofA_Global Fund Manager Survey The Bear Necessities_20250415

海外研报

Morgan Stanley-China Musings：How China Is Playing Its Rare Earth Card

海外研报

GS China Strategy_ The comeback of Chinese POEs (Part 2)_ Why large POEs are getting larger

海外研报

Goldman Sachs-GS China Economic Outlook Waiting for the Slowdown

海外研报

中文版BofA Securities-China Consumer：Renewed concerns on social security： our initial reality ch

海外研报