海外研报

The Flying DutchmanIndia: What can go wrong?

What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from

Europe hion Rassarch Othar 27 Augu81 2024

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Australian Macro Weekly

Nothing to concern the RBA in the monthly CPI We saw nothing in the July CPI indicator that will affect the RBA’s thinking for

GS--MSCI EM fell 2% wow; Global cyclicals lagged

Performance: MSCI EM index fell 2% w/w (along withother regions down 2-4%). Tech-heavy global cyclicals

EF--Mixed jobs report offers no definitive signal for the Fed 01

The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On

GS--ServiceNow Inc. (NOW): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted ServiceNow’s CEO Bill McDermott as part of ourCommunacopia + Technology conference.

JPM_Thursday FAQs ... Wireless, Shorts, ABNB, CRM, Flows, Rebal Day, JPM EOF_20240919

Wireless: AT&'T -2% getting a lot of atiention... risk on rotation plus rates a touch higher today and T the most crowded is1.

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese