海外研报
筛选
Mutual funds modestly reduce China exposure in June
Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling
海外研报
2024年07月27日
Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook
BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
海外研报
2024年08月20日
Friday The 13th: The Cutting Cycle
Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
海外研报
2024年09月16日
GS--HK & Macau – A Tale of Two Cities
Asia credit spreads tightened over the past week, as bothAsia IG and HY performed well as treasury yields rose. Risk
海外研报
2024年09月21日
GS--Results in line with trading update and re-confirmed
Ceres reported 1H24 results this morning (September 27), with total revenue and
海外研报
2024年09月29日
GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation
Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy
海外研报
2024年10月07日
GS--Reiterate Buy and Raise Price Target to $150
We hosted a group investor meeting with Jensen Huang (Founder,
海外研报
2024年10月13日
