海外研报
筛选
GS--Strategy Espresso_ Q&A on rising recession risk for European equities
We have received questions about the weak PMI data combined with a cautious
海外研报
2024年09月28日
The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning
Following Tuesday’s presser(see my previous notes for more details) which sent
海外研报
2024年09月28日
GS--Ongoing strength in Datacenters, stabilization in Towers
Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报
2024年09月28日
Asia Insights
On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September
海外研报
2024年09月29日
Ishiba has won the LDP presidency
Ishiba will be slightly hawkish about monetary policy, but the sharp JPY
海外研报
2024年09月29日
GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region
Scheduled key data releases for the coming week in Asia ex-Japan include China
海外研报
2024年09月29日
GS--Aerospace in Pictures: September 2024
Aerospace in Pictures aims to provide the Aerospace
海外研报
2024年09月29日
GS--What’s Powering Your Services Recap - 9/27/24
This week in Business & Information Services, we analyzed the latest online traffic
海外研报
2024年09月29日
GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates
As we enter the last quarter of 2024, we take the opportunity to refresh our top 10
海外研报
2024年09月29日
artificial-intelligence-what-does-it-mean-for-real-estate01
Artificial Intelligence (AI): what was once just a
海外研报
2024年09月29日
