海外研报

GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their

GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01

The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer

China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up

GS China Economics Outlook_ September 2024 [Presentation]

Current state of the economy: