海外研报

BofA_Automotive Industry Weekly automotive pit stop_20240927

We believe the accompanying valuation framework is one of the most important

MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see

Emerging Market Trade Idea--Sell CNH/IDR

The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and

GS--What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either