海外研报

Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?

Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

Barclays_Americas Morning Research Summary_20241015

Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates