海外研报

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

GS--with NII and expense guidance largely reiterated

WFC reported 3Q24 EPS of $1.42, better than Visible Alpha Consensus

Week 4 October – 10 October

• Mixed week for XCCY markets. EURUSD and USDJPY XCCY saw better offering flows

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)

Ahead of its upcoming earnings report and recent heightenedinvestor debates on these issues, we take the opportunity to frame

GS-- U/G IBTA to Buy; D/G YELP to Neutral

Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for

GS--Framing the Forward Opportunity; Downgrading to Neutral on Balanced Risk/Reward

Ahead of Q3 2024 earnings, we take the opportunity to refresh our

GS--China: Raising 2024/25 GDP Forecasts on Stimulus

na turn on cyclical policy management and increased their focus on the economy.