海外研报

What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the

GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down

UBS--Saudi Arabian credit: Flagship EM debt issuers

Saudi Arabia is the largest constituent in the flagship

UBS-- Emerging Markets Bond List

Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),

GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was

GS--Global Economics Wrap-Up: October 4, 2024

Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

GS--Hong Kong: PMI rose slightly in September

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,

GS--NIFTY fell 4% w/w, amid SEBI derivatives announcements

Performance: NIFTY fell 4% w/w. Most sectors fell,

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,