海外研报

GS--India Pharma: Aug’24 Pulse Check: Export tracker

We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s

USB--Asia ex-Japan equities

Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest

GS-- UK Today: Europe Electrification | Retail | Gaming | UK Labour | GOAL Kickstart

Europe Electrification – Draghi plan – Mr Mario Draghi recently presented a study he

BofA_US Economic Weekly The other R-word_20241018

Weekly viewpoint: The other R-word

EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics

Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP