海外研报
筛选
China Spirits Tracker_ Valuations sensitive to policy moves while
We observed unexciting spirits retail sales performance in Mid-Autumn Festival and
海外研报
2024年09月29日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
China_ The Politburo sent clear (and louder) easing signals
top leadership showed increased concerns on growth headwinds, pledged to launch
海外研报
2024年09月29日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
UBS--Chinese government bonds
The PBoC announced further measures to support the property
海外研报
2024年09月29日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
海外研报
2024年09月29日
GS--China’s stimulus and European equities
China announced a combination of easing measures this
海外研报
2024年09月29日
FX Weekly--JPY vol picks up but what’s changed?
FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the
海外研报
2024年09月29日
