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GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation

Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy
海外研报

MUFG---Asia FX braces for further Mideast tensions and a stronger US dollar

海外研报

GS--Markets extended the historic rally by 11%/8% in a shortened trading week; We raise

海外研报

GS---China Strategy If not now, when? 10 reasons to buy China equity

海外研报

GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
海外研报

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
海外研报

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报

Asia FX Outlook Q4 2024 - Ride with the tide02

This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher
海外研报

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China
海外研报