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1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
Global Macro Thoughts And just like that, the narrative changes completely
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年08月09日
Liquid Insight Jackson Hole FAQ: ’24 update
Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations
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2024年08月16日
2Q24 US Internet Earnings Wrap
Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
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2024年08月24日
The RIC Report Top ten FAQs and some bullish views
Don’t let market noise & politics distract from the shift from a 2% world to a 5% world. Own value in equities, prudent yield in fixed income, and commodities. As we prepare for
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2024年08月28日
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
海外研报
2024年09月09日
BS--Carrier promotions modestly better than last year
Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
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2024年09月12日
GS--Ibotta Inc. (IBTA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CEO Bryan Leach at the Communacopia + TechnologyConference.
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2024年09月17日
GS--Global Economics Wrap-Up: September 20, 2024
Dissecting the divergence in DM saving rates: o Headline saving rates across DMs have diverged recently: rising in most
海外研报
2024年09月22日
