海外研报
筛选
The yen carry trade-what if Japaninstitutions decide to unwind?
Public pension funds. lhe GPlF is the big one here, with other smallerfunds believed to generally follow its lead. There's a growing view that theGPIFcould cutforeign bond exposure when it announces its next policy mixin 2025.
海外研报
2024年08月20日
GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.
海外研报
2024年09月16日
GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,
Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
海外研报
2024年09月21日
BofA_Automotive Industry Weekly automotive pit stop_20240927
We believe the accompanying valuation framework is one of the most important
海外研报
2024年09月29日
MS - Sunday Start - Hopeful but Not Yet Confident_20241006
For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报
2024年10月07日
Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报
2024年10月11日
GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion
n KOSPI rebounded by 1.1% amid the BoK first cut and
海外研报
2024年10月13日
GS--What the latest state data tells us about US gaming
We update our US online sports betting (OSB) and iGaming GGR trackers,
海外研报
2024年10月16日
Jefferies--Back to Autos in Q3
"We, Robot" mostly fell flat. Without much indication of progress on either
海外研报
2024年10月23日
