海外研报

BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018

1) Implications of China’s high quality/low priced EVs?

BofA_Europe Economic Weekly Well on track_20241018

Weekly view: well on track (to undershoot)

BofA_Global Economic Weekly What happens in DC doesn’t stay in DC_20241018

What happens in DC doesn’t stay in DC

BofA_US Economic Weekly The other R-word_20241018

Weekly viewpoint: The other R-word

GS--China Economic Activity and Policy Tracker: October 18

Investors should consider this report as only a single factor in making their investment decision.

GS--China_ 70-city average property price decline accelerated in September

The National Bureau of Statistics’ 70-city house price data suggests the weighted

China_ growth will likely rebound in Q4 after better-than-expected Q3_September data

China’s Q3 GDP growth and September domestic activity indicators all

GS--China: September activity data beat low expectations – First Take

China’s September activity data broadly beat low expectations, taking Q3 GDP

China_s_momentum_boosted_by_manufacturing

China’s Q3 GDP rose by 4.6% y/y, beating the market expectation of 4.5%