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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报

DeskTalk - Ready for Powell at Jackson Hole

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报

GS--中国周刊 Kickstart 市场持平;习主席在北京会见了沙利文;可能允许 以较低的利率为抵押贷款再融资

海外研报

Europe Technology: Hardware: Key investor questions for European Digital Enablers at the

Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning
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A funny thing happened on the way to the....

CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged
海外研报

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated
海外研报

GD--BEIJING’S RALLY003

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,
海外研报

BofA_Liquid Cross Border Flows USD’s potentially sober October_20241008

Key takeaways
海外研报

GS--Monthly Tracker — September 2024

This monthly report includes charts and tables with key global data points for the
海外研报