海外研报

GS--F4Q earnings beat with positive traffic and margin strength

COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of

GS--Turnover/margin buying spiked; Introducing EM positioning baskets

EM Asian ex-China region saw buying (+US$2.5bn) this

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

GS--China’s stimulus and European equities

China announced a combination of easing measures this

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030

Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led

USB--Investing in emerging markets

Investing in emerging marketsThis report has been prepared by UBS AG