海外研报

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to

GS--Boeing Co. (BA): September aircraft order & delivery report01

Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)

BofA_Global Energy Weekly US power prices ease as capacity soars_20241007

US power loads and generation are at all-time highs…

GS-- first bio-tech trait earnings coming through

Biotech seeds - improved visibility on trait payment:

GS--Focus on 3Q24 results for potential earnings revisions

As discussed in our prior report (Sept 23), we believed market expectations for the

A Fertile Ground for Investment Returns

It is easy to feel nervous about the

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented

HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002

The policy package thus far has lifted sentiment, but what’s