海外研报

Permanent Portfolios, Policies And Asset Returns

“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”

The Point for Asia Pacific Tuesday, 27 August 2024

We maintain our view for investors to trim into strength, especially given forthcoming US rate cuts and potential asset quality headwinds. Building and

DB--Checks indicate AI monetization

Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta

GS--Peloton Interactive Inc. (PTON): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO Liz Coddington at the Communacopia + TechnologyConference.