海外研报

BofA Securities Equity Client Flow Trends Buying the dip

• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five

Korea: BOK signals conditions for easing

The Bank of Korea kept its base rate unchanged at 3.50% on 22 August as widely expected. We saw the BOK’s stance as somewhat dovish as the central bank

Reiterate Buy rating (on Conviction List) on Potential

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating

August 2024 Performance Review

August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-