海外研报

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story

GS--Global Economics Wrap-Up: October 11, 2024

Recent data have strengthened our confidence in a positive economic trajectory:

GS--Lessons From Two Decades of EM Fixed Income Investing

n The growth in EM local debt in the aftermath of the EM BoP crises in the late

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

JPM_Credit Calls Friday, October 11 2024

The Becing story has become inereasingly complex, The company isoverhauling its

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m