海外研报
筛选
substantial foreign outflows continued in Tech
Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
海外研报
2024年08月05日
Global/European Equity Strategy Market Correction: What’s Next?
CITI'S TAKE Furious rotations have given way to a broad-based stock market correction. The markets now seem to believe that high rates and strong growth cannot
海外研报
2024年08月09日
RWE: Uncertain Capital allocation a continued overhang // E.ON
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月16日
Confirmation Bias In Action
Sometimes financial markets seem almost willfully perverse. During Wednesday’s trading, the price of the front-month WTI crude oil future fell
海外研报
2024年08月24日
Libya’s crisis could cause oil prices to overshoot, quality differentials to widen
Geopolitics became the focus again over the weekend amid attacks in southern Lebanon between Israel and Hezbollah, in addition to Libya’s
海外研报
2024年08月28日
BofA The Flow Show - Fifty Trades of Decay
4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
海外研报
2024年09月09日
GS--China+ Conference 2024: AI panel: From Infrastructure to Application;
We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
海外研报
2024年09月12日
