海外研报

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable

GS--Framing the Forward Opportunity; Downgrading to Neutral on Balanced Risk/Reward

Ahead of Q3 2024 earnings, we take the opportunity to refresh our

Citi_Asia Open - Punched in the sentiment face

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP

September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the