海外研报

Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly

Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping

GS--GS US TMT- ... Day 1 -_ Day 2 at GS TMT Conference .. - Peter Callahan

GS US TMT: ... Day 1 -> Day 2 at GS TMT Conference ..Day 1 of the GS Communacopia and Tech Conference is in the

GD--OIL PRICE SPIKE RISKS AND OPPORTUNITIES

Fed outlook adjustment raises risks for EM currencies

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip

At this point, we believe that the concerns around Amazon guiding 4Q OI below