海外研报

GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights

VEA reported a weaker than expected Q3 with Geelong gross refining margin of

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new

GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?

Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.

GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002

The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while