海外研报

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

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

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

GS--Global Economics Wrap-Up: October 4, 2024

Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:

JGB Strategy

(1) Outlook for yen rates following recent advance

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