海外研报

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut