海外研报

MS--The worst thing to happen to cats since dogs

The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.

GS--UniCredit (CRDI.MI): Announcement of acquisition of 9% stake in Commerzbank

UniCredit has today (11 September) announced that it has acquired a c.9% stake inCommerzbank, out of which 4.49% has been acquired in an accelerated book

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and

A funny thing happened on the way to the....

CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged

artificial-intelligence-what-does-it-mean-for-real-estate

Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and

Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024

Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity

august-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.