海外研报
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Regional Industry Focus ASEAN Healthcare
Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
海外研报
2024年07月27日
Interest Rates Daily
With UK elections passed, and a Labour government which is trying to project an image of being spendthrift, markets have 14bp of cuts being priced into this week’s
海外研报
2024年07月31日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月12日
Data pushes back against 50bp September cut
A fed-focused week lies ahead with the annual Jackson Hole Economic Symposium in the spotlight, along with the minutes from the July FOMC
海外研报
2024年08月20日
GS--Communacopia + Technology Conference — Key Takeaways02
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, management was optimistic about strategic shifts in the
海外研报
2024年09月16日
Barclays_Equity Strategy Market Review_20240927
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies
海外研报
2024年09月29日
JPM_Oil Markets Weekly This time, it feels different_20241004
We assume that attacking Iran’s energy facilities would not be Israel’s
海外研报
2024年10月07日
MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报
2024年10月11日
JPM_Credit Calls Friday, October 11 2024
The Becing story has become inereasingly complex, The company isoverhauling its
海外研报
2024年10月13日
