海外研报

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty

Jefferies - Chris Wood - Alternative narratives and Trump rising_20241017

GREED & fear’s base case is that a Federal Reserve easing cycle has begun and that, in the

UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020

SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of