海外研报
筛选
GS--China A-shares_ 3 thematic trends_ SPE in Semis
We are positive on China A-shares under coverage, and identify three thematictrends:
海外研报
2024年10月02日
GS--Week 39 Wrap - A new wave of easing; Transactions surged
Key highlights for the week:
海外研报
2024年10月02日
MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007
We upgrade cyclicals to OW vs. defensives following Friday's
海外研报
2024年10月11日
GS--Lessons From Two Decades of EM Fixed Income Investing
n The growth in EM local debt in the aftermath of the EM BoP crises in the late
海外研报
2024年10月12日
GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line
JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data
海外研报
2024年10月13日
Nothing to Say versus Nothing New to Say
We’ve said and done a lot of things in the past week or two that I want to highlight, and I don’t
海外研报
2024年10月15日
BofA_Rates Technical Advantage Soft landing promotion_20241014
In June 2024 we discussed four landing paths’ the US 10Y yield may follow in 2H24. We
海外研报
2024年10月16日
UBS--China confirms big fiscal stimulus—how big yet to be confirmed
• China’s Ministry of Finance has outlined the broad
海外研报
2024年10月17日
