海外研报

GS--Global Economics Wrap-Up: October 11, 2024

Recent data have strengthened our confidence in a positive economic trajectory:

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

JPM_Credit Calls Friday, October 11 2024

The Becing story has become inereasingly complex, The company isoverhauling its

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m

JPM_US Dollar policy in a second Trump presidency_20241010

A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,