海外研报

key debates likely to be on trajectory of auto business and FSD/robotaxis

Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street

CARRY TRADE HARD LANDING?

Japan’s balance sheet is hugely distorted by the years of excess accommodation. It was always a toss-up as to which fragility was going to break first – maturity or currency mismatch. In the end,

“If it’s time to get active, what should I buy?”

Stock screens for a cruel summerWith a surge in volatility, elevated near-term risks and a top-heavy index dragged down