海外研报

GS--China_ 70-city average property price decline accelerated in September

The National Bureau of Statistics’ 70-city house price data suggests the weighted

China_ growth will likely rebound in Q4 after better-than-expected Q3_September data

China’s Q3 GDP growth and September domestic activity indicators all

GS--China: September activity data beat low expectations – First Take

China’s September activity data broadly beat low expectations, taking Q3 GDP

China_s_momentum_boosted_by_manufacturing

China’s Q3 GDP rose by 4.6% y/y, beating the market expectation of 4.5%

UBS--Chinese equities003

As we await concrete details on fiscal support in the following

Citi - ASML Holding NV (ASML.AS)003

CITI’S TAKE ASML’s 2025 guidance changes raised many questions regarding the

Citi--Netflix, Inc (NFLX.O)

NFLX expects 2025 top line to grow 11% to 13%. Management noted continued

Commodities Weekly--China’s long on words but short of numbers

Global commodities: Commodities are struggling to find direction given the

DB--What do you want the Government to fix?

With the Government's inaugural Budget only two weeks away, market focus has

Interest Rates Daily

The ECB eased by 25bp in line with market expectations, increasing the