海外研报
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10y JGB auction preview: A highly volatile climate
POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报
2024年08月06日
June Q largely in-line with expectations; Taobao Tmall set for CMR reacceleration
Taobao Tmall online GMV grew high-single-digit % YoYFY1Q25 results came in mixed with revs slightly below Street expectations, including
海外研报
2024年08月18日
China Software: 2H24 improving profitability with disciplined expenses; iFlytek, ZWSOFT,
2H24 improving profitability on cost control: We review 2Q24 results of iFlytek,ZWSOFT, and Sangfor; among our China Software coverage, we see revenue growth
海外研报
2024年09月05日
GS--Global Economics Wrap-Up: October 4, 2024
Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:
海外研报
2024年10月08日
GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee
Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
海外研报
2024年10月24日
